SILVEROAK WEALTH MANAGEMENT LLC

3600 Minnesota Drive
Suite 860
Edina, Minnesota 55435
Tel: 952-896-5700

About SILVEROAK WEALTH MANAGEMENT LLC

SILVEROAK WEALTH MANAGEMENT LLC, formally registered with the SEC as SILVEROAK WEALTH MANAGEMENT LLC. The firm was established in 04/27/2001. They have over 1 offices throughout the country.

SILVEROAK WEALTH MANAGEMENT LLC is a Edina, Minnesota based Financial Planning firm with nearly $1,516,292,464 assets under management, offering retirement planning & investment advisory services to 1802 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110532
SEC#	801-60208
Assets Managed by Firm	$1,516,292,464
No. of Clients	1802
No. of Advisors	20

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1802	$1,516,292,464
Individuals (other than high net worth individuals)	99	$45,184,466
High net worth individuals	300	$1,469,551,133
Corporations or other businesses	2	$1,556,865

More Retirement Planning firms in Edina, Minnesota:

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AMERIPRISE FINANCIAL SERVICES, LLC 707 2nd Avenue South Minneapolis, MN, 55402	$479,793,782,427	2284921	13903
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
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GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102

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