Investment adviser · CRD 133904

SILVER OAK WEALTH ADVISORS

Investment adviser filing (IA)

SILVER OAK WEALTH ADVISORS, LLC

LOS ANGELES, CA, United States · Form ADV filed Mar 9, 2017

Regulatory AUM
$209M
Form ADV · Item 5.F
Client accounts
521
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 9, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

10866 WILSHIRE BLVD., SUITE 1270
LOS ANGELES, CA, 90024, United States

CRD 133904

Filing source

Form ADV 1078488 · Mar 9, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.