← Directory
SILVER OAK WEALTH ADVISORS SERVICES, LLC
CRD 291645File 801-112279
APPROVED
Retail clients
Custody
Filing as of Mar 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$300.0M
Below cohort median (national)
Discretionary AUM
$287.4M
Non-discretionary $12.5M
Clients
142
615 accounts
Employees
7
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 8, 2018
- Principal office
- 10940 WILSHIRE BLVD, SUITE 975, LOS ANGELES, CA, 90024
- Phone
- 310-207-4800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $300.0M
- Discretionary AUM
- $287.4M
- Non-discretionary AUM
- $12.5M
- Discretionary accounts
- 574
- Non-discretionary accounts
- 41
- Total accounts
- 615
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.0M |
| High net worth individuals | 80 | $271.9M |
| Individuals (other than high net worth individuals) | 62 | $27.1M |
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 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.