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SILVERLAKE WEALTH MANAGEMENT LLC
CRD 165525File 801-97340
APPROVED
Retail clients
Custody
Filing as of Jul 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$849.1M
Above cohort median (national)
Discretionary AUM
$783.9M
Non-discretionary $65.2M
Clients
1,072
2,641 accounts
Employees
13
Above cohort median in VT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jun 3, 2015
- Principal office
- 33 BLAIR PARK ROAD, SUITE 100, WILLISTON, VT, 05495
- Phone
- (802) 857-5083
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $849.1M
- Discretionary AUM
- $783.9M
- Non-discretionary AUM
- $65.2M
- Discretionary accounts
- 2,539
- Non-discretionary accounts
- 102
- Total accounts
- 2,641
- AUM per client
- $792K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 25 | $12.9M |
| Charitable organizations | 13 | $6.1M |
| High net worth individuals | 254 | $597.2M |
| Pension and profit sharing plans | 6 | $15.8M |
| Individuals (other than high net worth individuals) | 774 | $217.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.