RIA Intel›Advisers›Vermont›SILVERLAKE WEALTH MANAGEMENT LLC

SILVERLAKE WEALTH MANAGEMENT LLC

Advisory

N·WILLISTON, VT

Data as of Jul 1, 2026 · Source: SEC Form ADV

Total AUM

$849M

1-Year AUM Growth

+15.4%

3-Year CAGR

+9.6%

Employees

11

Assets Under Management

Total AUM$849M

Discretionary AUM$784M

Non-Discretionary AUM$65M

Discretionary %92.3%

Total Clients722

Team

Total Employees11

Investment Advisers13

Employee Growth (1Y)—

Filing History

Total Filings on Record35

First FilingSep 24, 2012

Latest FilingJul 1, 2026

🔒 Full AUM trend chart and 35 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SILVERLAKE WEALTH MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.