Silver Oak Wealth Advisors

Silver Oak Wealth Advisors (CRD# 133904) is a financial advisory firm headquartered in Los Angeles, CA. They manage $194,760,673 in 512 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    195
    MILLION
  • Total Number of Accounts
    512
    ACCOUNTS
  • Average Account Value
    $380,392
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Silver Oak Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Eric D. Bruck
CRD#: 1024759
10866 Wilshire Blvd., Suite 1270, Los Angeles, CA 90024
90
Wealthminder
score

Eric Bruck (CRD# 1024759) is an Investment Advisor Representative working at Silver Oak Wealth Advisors in Los Angeles, CA and has 1 year of experience in the finance industry. Eric Bruck has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Shufan N. Cao
CRD#: 5004223
10866 Wilshire Blvd., Suite 1270, Los Angeles, CA 90024
90
Wealthminder
score

Shufan Cao (CRD# 5004223) is an Investment Advisor Representative working at Silver Oak Wealth Advisors in Los Angeles, CA and has 1 year of experience in the finance industry. Shufan Cao has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Joel H. Framson
CRD#: 1678246
10866 Wilshire Blvd., Suite 1270, Los Angeles, CA 90024
90
Wealthminder
score

Joel Framson (CRD# 1678246) is an Investment Advisor Representative working at Silver Oak Wealth Advisors in Los Angeles, CA and has 1 year of experience in the finance industry. Joel Framson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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