SEC Form ADV · CIK 1764766

SILVEROAK WEALTH MANAGEMENT LLC

Firm profile: SilverOak Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMN

$2.0B

Assets Under Management

1,992

Total Clients

Employees

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Registration Details

CIK: 1764766
Accession: CRD-110532
Location: EDINA, MN
Filing Date: March 31, 2026
AUM: $2.0B
Total Clients: 1,992
Employees: 23
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCorporations

About this Adviser

SILVEROAK WEALTH MANAGEMENT LLC is a registered investment adviser headquartered in EDINA, MN, managing approximately $2.0B in assets across 1,992 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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