Thomas Joseph Golonka
Investment adviser representative at Silverlake Wealth Management LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$849.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Purshe Kaplan Sterling InvestmentsApr 2020 to now
- Silverlake Wealth Management, LLCDec 2012 to now
- LPL Financial, LLCDec 2012 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (VT).
Silverlake Wealth Management LLC
$849.1MAssets managed
1,072Clients
9Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2209094
- Firm CRD
- 165525