Silver Oak Wealth Advisors Services, LLC
● SEC registered since 2018CRD 291645SEC# 801-112279Los Angeles, CA
Reg. AUM
$300M
Employees
7
Accounts
615
Location
Los Angeles, CA
Silver Oak Wealth Advisors Services, LLC assets under management
Silver Oak Wealth Advisors Services, LLC is an investment advisory firm registered with the SEC based in Los Angeles, CA. The firm has been registered since 2018. It reports $300 million in regulatory assets under management and employs 7 people.
Silver Oak Wealth Advisors Services, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Laura Robayo Control | Chief Compliance Officer | Under 5% | 2023 |
| Shufan Nmi Cao Control | President & Chief Executive Officer | Over 75% | 2017 |
Frequently asked questions
How much does Silver Oak Wealth Advisors Services, LLC manage?
Silver Oak Wealth Advisors Services, LLC reports $300 million in regulatory assets under management on its Form ADV.
How many employees does Silver Oak Wealth Advisors Services, LLC have?
Silver Oak Wealth Advisors Services, LLC reports 7 employees.
Where is Silver Oak Wealth Advisors Services, LLC located?
Silver Oak Wealth Advisors Services, LLC is based in Los Angeles, CA and has been SEC-registered since 2018.
Does Silver Oak Wealth Advisors Services, LLC disclose fund performance?
Silver Oak Wealth Advisors Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10940 Wilshire Blvd, Suite 975, Los Angeles, CA 90024 |
| Phone | 310-207-4800 |
| Fax | 310-943-0398 |
| Office hours | 8:30 - 5:30 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$300M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$300Mregulatory AUM
Discretionary $287.4MNon-discretionary $12.5M