RIA IntelAdvisersCaliforniaSILVERLAKE PORTFOLIO ADVISORS LLC

SILVERLAKE PORTFOLIO ADVISORS LLC

Advisory

CA

Data as of Feb 6, 2026 · Source: SEC Form ADV

Rank in CA
#3,578
of 5,480 advisers by AUM
Average account
$320K
across 139 accounts
AUM per adviser
$44M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 6, 2026.

Total AUM
$44M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$44M
Discretionary AUM$44M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients33
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

VANDER HEYDEN, RORY CRAIG
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SCHROEDER CAPITAL MANAGEMENT, LLC
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$45M
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DIVERSIFIED PLANNING CONCEPTS, INC.
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IRA SOLUTIONS, INC.
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GARLAND INVESTMENT MANAGEMENT, INC.
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-58.7% 1Y

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