SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA
CRD 291645
Firm filing updated March 2, 2026 ·
- $300MAssets
- 3Advisory staff
- 615Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals80
- Individuals62
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 62 | $27.1 million |
| High net worth individuals | 80 | $271.9 million |
| Charitable organizations | Fewer than 5 clients | $1.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$300.0 million
- Accounts615
- Discretionary$287.4 million · 574 accounts
- Non-discretionary$12.5 million · 41 accounts
People
- Employees7
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1 to 10
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 291645, SEC file 801-112279.
- Registered with the SEC as an investment advisor (status date on record: May 8, 2018).
Is Silver Oak Wealth Advisors Services, LLC a fiduciary?
Short answer: Silver Oak Wealth Advisors Services, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.