Be advised. This firm is no longer registered.

Silver Oak Wealth Advisors

Silver Oak Wealth Advisors (CRD# 133904) is a financial advisory firm headquartered in Los Angeles, CA. They manage $208,939,652 in 521 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
10866 Wilshire Blvd., Suite 1270, Los Angeles, CA 90024
http://www.silveroakwa.com
By the Numbers
  • Total Assets Under Management
    209
    MILLION
  • Total Number of Accounts
    521
    ACCOUNTS
  • Average Account Value
    $401,036
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Silver Oak Wealth Advisors
No Advisor Found.

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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