Silveroak Wealth Management LLC
Silveroak Wealth Management LLC (CRD# 110532) is a financial advisory firm headquartered in Edina, MN. They manage $1,516,292,464 in 1,802 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management1,516MILLION
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Total Number of Accounts1,802ACCOUNTS
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Average Account Value$841,450
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IL, MA, MI, MN, NH, NY, PA, TX, WI
Alexander Dunne (CRD# 6927779) is an Investment Advisor Representative working at Silveroak Wealth Management LLC in Edina, MN and has 1 year of experience in the finance industry.
Shannon King (CRD# 2599999) is an Investment Advisor Representative working at Silveroak Wealth Management LLC in Edina, MN and has over 24 years of experience in the finance industry.
Kathleen Nelson (CRD# 4387727) is an Investment Advisor Representative working at Silveroak Wealth Management LLC in Edina, MN and has over 24 years of experience in the finance industry.
Jonathan Scharlau (CRD# 2168803) is an Investment Advisor Representative working at Silveroak Wealth Management LLC in Edina, MN and has over 32 years of experience in the finance industry.
Nicholas Thunker (CRD# 6287940) is an Investment Advisor Representative working at Silveroak Wealth Management LLC in Edina, MN and has 1 year of experience in the finance industry.