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SILVER OAK WEALTH ADVISORS SERVICES, LLC
10940 Wilshire Blvd
Suite 975
Los Angeles, California 90024
Tel: 310-207-4800
About SILVER OAK WEALTH ADVISORS SERVICES, LLC
SILVER OAK WEALTH ADVISORS SERVICES, LLC, formally registered with the SEC as SILVER OAK WEALTH ADVISORS SERVICES, LLC. The firm was established in 05/08/2018. They have over 2 offices throughout the country.
SILVER OAK WEALTH ADVISORS SERVICES, LLC is a Los Angeles, California based Financial Planning firm with nearly $218,219,783 assets under management, offering retirement planning & investment advisory services to 532 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 291645 |
| SEC# | 801-112279 |
| Assets Managed by Firm | $218,219,783 |
| No. of Clients | 532 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 532 | $218,219,783 |
| Individuals (other than high net worth individuals) | 60 | $23,813,759 |
| High net worth individuals | 70 | $193,433,500 |
| Charitable organizations | Fewer than 5 clients | $972,524 |
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