Silver Oak Advisory Group
Silver Oak Advisory Group is an SEC-registered wealth manager in Portland, OR with $418.9M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Silver Oak Advisory Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108298, SEC 801-39897, data through 2026-06-26.
- AUM (assets under management / regulatory AUM)
- $418.9M (2026-06-26)
- Firm type
- Wealth Manager
- Location
- Portland, OR
- Employees
- 8
- Clients
- 193
- CRD
- 108298
- Ownership
- SCHLAUCH, DEBORAH; THOMAS, DEBORAH, LEOLA; GILBERT, BENJAMIN, EZRA; Joanne, Boorman; HOWE, JESSICA, MARIE
How much AUM does Silver Oak Advisory Group have?
Silver Oak Advisory Group reported $418.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-26).
Who owns Silver Oak Advisory Group?
Disclosed owners and executives of Silver Oak Advisory Group include SCHLAUCH, DEBORAH, THOMAS, DEBORAH, LEOLA, GILBERT, BENJAMIN, EZRA, Joanne, Boorman, HOWE, JESSICA, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.