Silver Oak Wealth Advisors Services, LLC
Silver Oak Wealth Advisors Services, LLC is an SEC-registered wealth manager in Los Angeles, CA with $300.0M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Silver Oak Wealth Advisors Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 291645, SEC 801-112279, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $300.0M (2026-03-02)
- Firm type
- Wealth Manager
- Location
- Los Angeles, CA
- Employees
- 7
- Clients
- 142
- CRD
- 291645
- Ownership
- CAO, SHUFAN, NMI; ROBAYO, LAURA
How much AUM does Silver Oak Wealth Advisors Services, LLC have?
Silver Oak Wealth Advisors Services, LLC reported $300.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Silver Oak Wealth Advisors Services, LLC?
Disclosed owners and executives of Silver Oak Wealth Advisors Services, LLC include CAO, SHUFAN, NMI, ROBAYO, LAURA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.