Silver Oak Wealth Management, LLC

Silver Oak Wealth Management, LLC (CRD# 281310) is a financial advisory firm headquartered in , . They manage $5,400,000 in 27 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.


Financial Advisors at Silver Oak Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Brian R. Castillo
CRD#: 2942269
Scottsdale, AZ

Brian Castillo (CRD# 2942269) is an Investment Advisor Representative working at Silver Oak Wealth Management, LLC in Scottsdale, AZ and has over 20 years of experience in the finance industry.

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