Silverlake Wealth Management LLC

Silverlake Wealth Management LLC (CRD# 165525) is a financial advisory firm headquartered in Williston, VT. They manage $99,706,969 in 252 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    252
    ACCOUNTS
  • Average Account Value
    $395,663
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)
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.

VT

Financial Advisors at Silverlake Wealth Management LLC
Showing 1 - 6 of 6 top financial advisors.
1
Thomas J. Golonka
CRD#: 2209094
33 Blair Park Road, Suite 100, Williston, VT 05495
96
Wealthminder
score

Thomas Golonka (CRD# 2209094) is an Investment Advisor Representative working at Silverlake Wealth Management LLC in Williston, VT and has over 24 years of experience in the finance industry. Thomas Golonka 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
Richard J. Briand
CRD#: 1045809
33 Blair Park Road, Suite 100, Williston, VT 05495
93
Wealthminder
score

Richard Briand (CRD# 1045809) is an Investment Advisor Representative working at Silverlake Wealth Management LLC in Williston, VT and has over 34 years of experience in the finance industry.

3
Derek G. Eddy
CRD#: 5648908
33 Blair Park Road, Suite 100, Williston, VT 05495
93
Wealthminder
score

Derek Eddy (CRD# 5648908) is an Investment Advisor Representative working at Silverlake Wealth Management LLC in Williston, VT and has over 7 years of experience in the finance industry.

4
Robert W. Eddy
CRD#: 75378
33 Blair Park Road, Suite 100, Williston, VT 05495
93
Wealthminder
score

Robert Eddy (CRD# 75378) is an Investment Advisor Representative working at Silverlake Wealth Management LLC in Williston, VT and has over 24 years of experience in the finance industry.

5
Jeffrey D. Steele
CRD#: 2111373
33 Blair Park Road, Suite 100, Williston, VT 05495
93
Wealthminder
score

Jeffrey Steele (CRD# 2111373) is an Investment Advisor Representative working at Silverlake Wealth Management LLC in Williston, VT and has over 25 years of experience in the finance industry.

6
Theodore M. Riehle
CRD#: 1053690
33 Blair Park Road, Suite 100, Williston, VT 05495
83
Wealthminder
score

Theodore Riehle (CRD# 1053690) is an Investment Advisor Representative working at Silverlake Wealth Management LLC in Williston, VT and has over 34 years of experience in the finance industry.

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