LP Profile

SilverOak Wealth Management

Also known as silveroak wealth

Wealth ManagerEdina, United StatesFounded 1999
$1.3B
Assets Under Management
Edina
Headquarters
Investment Focus

About SilverOak Wealth Management

SilverOak Wealth Management is a wealth manager based in Edina, US. Founded in 1999. Reported AUM: 1319 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to SilverOak Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$2.0B
Total Clients
1,992
Filing Date
March 31, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to SilverOak Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is SilverOak Wealth Management?

SilverOak Wealth Management is a wealth manager based in Edina, United States, managing approximately $1.3B in assets.

Where is SilverOak Wealth Management headquartered?

SilverOak Wealth Management is headquartered in Edina, United States.

How much does SilverOak Wealth Management manage?

SilverOak Wealth Management manages approximately $1.3B in assets under management.

When was SilverOak Wealth Management founded?

SilverOak Wealth Management was founded in 1999.

How can I contact SilverOak Wealth Management?

Verified contact details, key decision-makers, and investment preferences for SilverOak Wealth Management are available on LPbacked. Create a free account to access them.