Silveroak Wealth Management LLC
● SEC registered since 2001CRD 110532SEC# 801-60208Edina, MN
Reg. AUM
$2B
Employees
23
Accounts
1,992
Location
Edina, MN
Silveroak Wealth Management LLC assets under management
Silveroak Wealth Management LLC is an SEC-registered investment adviser based in Edina, MN. The firm has been registered since 2001. It reports $2 billion in regulatory assets under management and employs 23 people.
Silveroak Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kathleen Jean Nelson Control | Member, Vice President, Treasurer | 5-10% | 2020 |
| Shannon Alan King Control | President, Chief Compliance Officer, Secretary, Chair & Member | Over 75% | 2004 |
Frequently asked questions
How much does Silveroak Wealth Management LLC manage?
Silveroak Wealth Management LLC reports $2 billion in regulatory assets under management on its Form ADV.
How many employees does Silveroak Wealth Management LLC have?
Silveroak Wealth Management LLC reports 23 employees.
Where is Silveroak Wealth Management LLC located?
Silveroak Wealth Management LLC is based in Edina, MN and has been SEC-registered since 2001.
Does Silveroak Wealth Management LLC disclose fund performance?
Silveroak 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 | 3600 Minnesota Drive, Suite 860, Edina, MN 55435 |
| Phone | 952-896-5700 |
| Fax | 952-896-5719 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1764766 |
| Discloses disciplinary history | No |
Regulatory AUM
$2B▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$2Bregulatory AUM
Discretionary $1.87BNon-discretionary $129M