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).
Total Assets Under Management5MILLION
Total Number of Accounts27ACCOUNTS
Average Account Value$200,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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.