RIA Intel›Advisers›Maine›SILVER MAPLE FINANCIAL, LLC

SILVER MAPLE FINANCIAL, LLC

Advisory

Data as of Mar 5, 2026 · Source: SEC Form ADV

Average account

$184K

across 105 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$0

Non-Discretionary AUM$19M

Discretionary %0%

Total Clients23

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, ME, NH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

23 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in ME

Closest by assets under management. All figures from Form ADV.

DRACH ADVISORS LLC

$21M

GOLD, JOEL IRA

$17M

JAMES HEAVEY WEALTH ADVISORS, LLC

$17M

PORTLAND INVESTMENT ADVISORS, LLC

ISLAND FALLS, ME

$22M

ZEN FINANCIAL PLANNING, LLC

YORK, ME

$14M

SILVER ACCOUNTING SERVICE

$14M

Get the full picture on SILVER MAPLE FINANCIAL, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SILVER MAPLE FINANCIAL, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans