Silver Oak Wealth Advisors Services, LLC

Silver Oak Wealth Advisors Services, LLC (CRD# 291645) is a financial advisory firm headquartered in Los Angeles, CA. They manage $218,219,783 in 532 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
10940 Wilshire Blvd, Suite 975, Los Angeles, CA 90024
http://www.silveroakwa.com
By the Numbers
  • Total Assets Under Management
    218
    MILLION
  • Total Number of Accounts
    532
    ACCOUNTS
  • Average Account Value
    $410,188
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, TX

Financial Advisors at Silver Oak Wealth Advisors Services, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Shufan Cao, financial advisor Los Angeles CA
Shufan N. Cao
CRD#: 5004223
10940 Wilshire Blvd, Suite 975, Los Angeles, CA 90024

Shufan Cao (CRD# 5004223) is an Investment Advisor Representative working at Silver Oak Wealth Advisors Services, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

2
Alyssa Crews, financial advisor East Haven CT
Alyssa L. Crews
CRD#: 7810924
East Haven, CT

Alyssa Crews (CRD# 7810924) is an Investment Advisor Representative working at Silver Oak Wealth Advisors Services, LLC in East Haven, CT and has 1 year of experience in the finance industry.

3
Laura Robayo, financial advisor Los Angeles CA
Laura Robayo
CRD#: 7280172
10940 Wilshire Blvd, Suite 975, Los Angeles, CA 90024

Laura Robayo (CRD# 7280172) is an Investment Advisor Representative working at Silver Oak Wealth Advisors Services, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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