SILVEROAK WEALTH MANAGEMENT LLC
SEC RegisteredFinancial Advice For Life
About the firm
SilverOak Wealth Management LLC is a fee-only, Minneapolis/St. Paul-based independent wealth management firm and Registered Investment Advisor (RIA). As a premier financial planning and wealth management company, their goal is to improve the quality of clients' lives by assisting them in successfully attaining their personal and business financial objectives. SilverOak is an independent boutique advisory firm serving individuals and families throughout the United States.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment Advisory Services, Comprehensive Financial Planning, Executive Counseling, Tax Planning & Preparation, Wealth Transfer & Estate Planning, Risk Management & Insurance, Charitable Giving, and Education Planning
Who they serve
Individuals and families throughout the United States
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 116 | $65M |
| High Net Worth Individuals | 328 | $1.9B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
12 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Portfolios under $500,000 | 1.25% |
| 1st $1,000,000 | 1.00% |
| Next $2,000,000 | 0.75% |
| Next $2,000,000 | 0.50% |
| Next $5,000,000 | 0.35% |
| Amounts over $10,000,000 | 0.20% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SILVEROAK WEALTH MANAGEMENT LLC 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 the SEC or FINRA websites before making any decision.
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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