SILVER OAK WEALTH ADVISORS, LLC

SILVER OAK WEALTH ADVISORS, LLC of LOS ANGELES, CA is an SEC-registered investment adviser (CRD 133904). Regulatory assets under management: $208.9M.

Registration

• CRD: 133904
• SEC file number: 801-63906
• Type: Registered investment adviser
• Location: 10866 WILSHIRE BLVD., SUITE 1270, LOS ANGELES, CA, 90024
• Phone: 310-207-4800
• Latest filing: 2017-03-09
• Regulatory AUM: $208.9M
• Discretionary AUM: $208.9M
• Clients: 4
• Accounts: 521

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 133904 on SEC IAPD (source of record)
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