SILVER OAK WEALTH MANAGEMENT, LLC
SEC file number 801-106584
https://silveroak.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$5.9M
Discretionary AUM
$5.9M
Employees
1
Clients
—
Firm
- Address
- Phone
- —
- Website
- https://silveroak.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- SILVER OAK CROWN SPV, L.P. High name-match confidence · CIK 2048284 · IL
- SILVER OAK FUTURES INC. High name-match confidence · CIK 2132540 · NY
- Silver Oaktree Global Fund High name-match confidence · CIK 2013966 · F5
- RLS Wealth Management LP LLC Medium name-match confidence · CIK 2138502 · NC
- Silverpeak Capital Management LLC Medium name-match confidence · CIK 2124942 · NY
- Cantata Wealth Management, LLC Medium name-match confidence · CIK 2051140 · FL
- Strata Solas Wealth Management LLC Medium name-match confidence · CIK 2105970 · DE
- Redstone Wealth Management Co., Ltd. Medium name-match confidence · CIK 2112381 · CO
- Highwater Wealth Management LLC\DE Medium name-match confidence · CIK 2139770 · CA
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Highwater Wealth Management LLC\DE · D · Jun 24, 2026
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RLS Wealth Management LP LLC · D · Jun 4, 2026$1.2M
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SILVER OAK FUTURES INC. · D · Apr 30, 2026$100M
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Silver Oaktree Global Fund · D/A · Apr 24, 2026
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Silverpeak Capital Management LLC · D · Mar 27, 2026$100M
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Redstone Wealth Management Co., Ltd. · D · Feb 20, 2026$100M
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Strata Solas Wealth Management LLC · D · Jan 20, 2026
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Cantata Wealth Management, LLC · D/A · Oct 10, 2025$2M
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Silver Oaktree Global Fund · D/A · Mar 14, 2025
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Cantata Wealth Management, LLC · D · Feb 19, 2025$2M
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SILVER OAK CROWN SPV, L.P. · D · Jan 21, 2025