SILVERLAKE WEALTH MANAGEMENT LLC

33 Blair Park Road
Suite 100
Williston, Vermont 05495
Tel: (802) 857-5083

About SILVERLAKE WEALTH MANAGEMENT LLC

SILVERLAKE WEALTH MANAGEMENT LLC, formally registered with the SEC as SILVERLAKE WEALTH MANAGEMENT LLC. The firm was established in 06/03/2015. They have over 3 offices throughout the country.

SILVERLAKE WEALTH MANAGEMENT LLC is a Williston, Vermont based Financial Planning firm with nearly $485,680,764 assets under management, offering retirement planning & investment advisory services to 606 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165525
SEC#	801-97340
Assets Managed by Firm	$485,680,764
No. of Clients	606
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	606	$485,680,764
Individuals (other than high net worth individuals)	428	$117,156,136
High net worth individuals	143	$340,145,672
Pension and profit sharing plans	9	$12,495,623
Charitable organizations	6	$3,904,238
Other investment advisers	Fewer than 5 clients	$2,182,583
Corporations or other businesses	17	$9,796,512

More Retirement Planning firms in Williston, Vermont:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NLG CAPITAL, INC. One National Life Drive Montpelier, VT, 05604	$35,941,367,795	8	43
CHAMPLAIN INVESTMENT PARTNERS, LLC 180 Battery Street, Suite 400 Burlington, VT, 05401-5334	$17,319,756,035	119	42
MANCHESTER CAPITAL MANAGEMENT LLC 3657 Main Street Manchester, VT, 05254	$3,688,455,226	1684	37
ESI FINANCIAL ADVISORS One National Life Drive Montpelier, VT, 05604	$2,124,751,345	11558	450
MAPLE CAPITAL MANAGEMENT, INC. 535 Stone Cutters Way Montpelier, VT, 05602	$1,723,412,484	2649	23

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