Allocator Index · CRD 110532

SILVEROAK WEALTH MANAGEMENT LLC

Edina, MN · 952-896-5700 · silveroakwealth.com

SEC IAPD record ↗

Fit score

58

  • aum $250M-$3.0B+22
  • hnw>=200+20
  • hnw_majority+8
  • employees 3-60+8

HNW clients

328

Other individuals

116

HNW assets

$1.93B

Total AUM

$2.0B

Employees

23

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.