# SILVEROAK WEALTH MANAGEMENT LLC

SILVEROAK WEALTH MANAGEMENT LLC of EDINA, MN is an SEC-registered investment adviser.

## Registration

- CRD: 110532
- Type: SEC-registered investment adviser
- SEC file number: 801-60208
- Location: 3600 MINNESOTA DRIVE, SUITE 860, EDINA, MN, 55435
- Phone: 952-896-5700
- Latest filing: 2026-03-31
- Regulatory AUM: $2.0B
- Discretionary AUM: $1.9B
- Non-discretionary AUM: $129.0M
- Clients: 23
- Accounts: 1,992

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Shannon Alan King | PRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY, CHAIR & MEMBER | — |
| Kathleen Jean Nelson | MEMBER, VICE PRESIDENT, TREASURER | — |
| HOGLE WILLIAM G | MEMBER | — |
| KAUFMANN ALLEN B | MEMBER; MEMBER, SECRETARY | — |
| NELSON KATHLEEN | MEMBER | — |
| SCHWICHTENBERG KIMBERLY R | MEMBER; MEMBER, CHIEF MANAGER | — |
| SILVERMAN PERRY PAUL | MEMBER | — |
| THORVILSON JOHN L | MEMBER; MEMBER, TREASURER | — |
| KING SHANNON ALAN | MEMBER; PRESIDENT/CHIEF COMPLIANCE OFFICER & MEMBER; PRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY, CHAIR & MEMBER (+1 more) | — |
| BARANICK TIMOTHY MARK | MEMBER | — |
| OLSON LYLE E | MEMBER | — |
| STANZAK JANET ANN | MEMBER; PRESIDENT & MEMBER | — |
| NELSON KAREN JEAN | MEMBER, VICE PRESIDENT, TREASURER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110532/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110532/similar
- Related entities: https://search.stillhousedata.com/firm/110532/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110532

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.