Ryan J Bergmann
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.
- Silverlake Wealth Management LLCDec 2022 to now
- Morgan Stanley Private Bank, N.AMay 2021 to Dec 2022
- Morgan StanleyJul 2019 to Dec 2022
- Gap IncJul 2012 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 7127547
- Firm CRD
- 165525