Wealth Manager
    SEC Registered
    Manages Private Funds

    Silverlake Wealth Management LLC

    Registered investment advisor · Williston, Vermont · CRD #165525

    Assets Under Management
    $849M
    Client Accounts
    2,641
    Employees
    13
    CRD Number
    165525
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Silverlake Wealth Management LLC

    SilverLake Wealth Management LLC is a registered investment advisory firm offering unbiased, objective financial advice. It focuses on custom-tailored planning and mutual fund analysis to meet clients' financial goals. The firm is an independent, locally owned practice.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Silverlake Wealth Management LLC

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    Frequently Asked Questions

    What is Silverlake Wealth Management LLC's AUM?

    Silverlake Wealth Management LLC reports approximately $849M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Silverlake Wealth Management LLC headquartered?

    Silverlake Wealth Management LLC is headquartered in Williston, Vermont.

    What is Silverlake Wealth Management LLC's CRD number?

    Silverlake Wealth Management LLC's CRD number is 165525. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Silverlake Wealth Management LLC manage?

    Silverlake Wealth Management LLC manages approximately 2,641 client accounts according to its latest SEC filing.

    Is Silverlake Wealth Management LLC SEC registered?

    Yes, Silverlake Wealth Management LLC is registered with the SEC as an investment adviser with an approved registration status.

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