Silverlake Wealth Management LLC
● SEC registered since 2015CRD 165525SEC# 801-97340Williston, VT
Reg. AUM
$849.1M
Employees
13
Accounts
2,641
Location
Williston, VT
Silverlake Wealth Management LLC assets under management
Silverlake Wealth Management LLC is an investment advisory firm registered with the SEC based in Williston, VT. The firm has been registered since 2015. It reports $849.1 million in regulatory assets under management and employs 13 people.
Silverlake Wealth Management LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory John Steele Control | Member, Managing Partner | 10-25% | 2024 |
| Jeffrey Donald Steele Control | Member, Managing Partner And Chief Compliance Officer | 10-25% | 2012 |
| Robert William Eddy | Member | 10-25% | 2012 |
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Join to unlock · $37/moFrequently asked questions
How much does Silverlake Wealth Management LLC manage?
Silverlake Wealth Management LLC reports $849.1 million in regulatory assets under management on its Form ADV.
How many employees does Silverlake Wealth Management LLC have?
Silverlake Wealth Management LLC reports 13 employees.
Where is Silverlake Wealth Management LLC located?
Silverlake Wealth Management LLC is based in Williston, VT and has been SEC-registered since 2015.
Does Silverlake Wealth Management LLC disclose fund performance?
Silverlake Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 33 Blair Park Road, Suite 100, Williston, VT 05495 |
| Phone | (802) 857-5083 |
| Fax | (802) 857-5082 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$849.1M▲ 48%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$849.1Mregulatory AUM
Discretionary $783.9MNon-discretionary $65.2M