RIA Intel›Advisers›California›SILVER OAK WEALTH ADVISORS SERVICES, LLC

SILVER OAK WEALTH ADVISORS SERVICES, LLC

Advisory

N·LOS ANGELES, CA

Data as of Mar 2, 2026 · Source: SEC Form ADV

Total AUM
$300M
1-Year AUM Growth
+20.0%
3-Year CAGR
+7.5%
Employees
3
Assets Under Management
Total AUM$300M
Discretionary AUM$287M
Non-Discretionary AUM$13M
Discretionary %95.8%
Total Clients140
Team
Total Employees3
Investment Advisers7
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record19
First FilingDec 8, 2017
Latest FilingMar 2, 2026
🔒 Full AUM trend chart and 19 historical filings spanning 9+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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