# SILVER OAK WEALTH ADVISORS SERVICES, LLC

SILVER OAK WEALTH ADVISORS SERVICES, LLC of LOS ANGELES, CA is an SEC-registered investment adviser.

## Registration

- CRD: 291645
- Type: SEC-registered investment adviser
- SEC file number: 801-112279
- Location: 10940 WILSHIRE BLVD, LOS ANGELES, CA, 90024
- Phone: 310-207-4800
- Latest filing: 2026-03-02
- Regulatory AUM: $300.0M
- Discretionary AUM: $287.4M
- Non-discretionary AUM: $12.5M
- Clients: 7
- Accounts: 615

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Shufan Nmi Cao | PRESIDENT & CHIEF EXECUTIVE OFFICER | — |
| Laura Robayo | CHIEF COMPLIANCE OFFICER | Los Angeles, CA |
| CAO SHUFAN NMI | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, CEO, CCO; MANAGING MEMBER & PRESIDENT (+1 more) | — |
| ROBAYO LAURA | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/291645/brochure
- Similar advisers: https://search.stillhousedata.com/firm/291645/similar
- Related entities: https://search.stillhousedata.com/firm/291645/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/291645

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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.