SILVER OAK WEALTH ADVISORS SERVICES, LLC of LOS ANGELES, CA is an SEC-registered investment adviser (CRD 291645). Regulatory assets under management: $300.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| 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 | — |