SEC Form ADV · CIK 1764766

SILVEROAK WEALTH MANAGEMENT LLC

Registered Investment AdviserMN
$2.0B
Assets Under Management
1,992
Total Clients
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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
Amendment
No

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.