Alyssa Lauren Crews
Investment Adviser Representative at Silver OAK Wealth Advisors Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Alyssa Lauren Crews is an investment adviser representative with Silver OAK Wealth Advisors Services, LLC in Hamden, CT, where they have been registered since 2023, the year they entered the securities industry. They are registered to provide investment advice in California and Connecticut.
Registrations & licenses
- Investment adviser:
- California, Connecticut
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Silver OAK Wealth Advisors Services, LLCOct 2021 – Oct 2023Los Angeles, CA
- Kansas State UniversityAug 2021 – May 2023Manhattan, KS
- Whitworth UniversitySep 2017 – May 2021Spokane, WA
- Cedar TREE Classical Christian SchoolSep 2009 – Jun 2017Ridgefield, WA
- Silver OAK Wealth Advisors Services, LLCOct 2023 – no end date reportedLos Angeles, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Silver OAK Wealth Advisors Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $250,000
- Estimated blended rate
- 0.0125
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Services include a values-driven discovery process, investment design, wealth management planning, ongoing review, and access to a network of outside consultants for estate planning, insurance, and other matters, all delivered through a single point of contact.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Los Angeles, CA
- Founded:
- 2005
- SEC file number:
- 801-112279
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 2, 2026
View full firm profileOther advisors at Silver OAK Wealth Advisors Services, LLC
2 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alyssa Lauren Crews has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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