Investment adviser · CRD 281310

SILVER OAK WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

· Form ADV filed Jul 21, 2016

Regulatory AUM
$5.88M
Form ADV · Item 5.F
Client accounts
12
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
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: Jul 21, 2016. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

CRD 281310

Filing source

Form ADV 1030798 · Jul 21, 2016 · 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.