Silver Oak Wealth Advisors Services, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 291645
- Registered since
- May 8, 2018
- Website
- silveroakwa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90.63%
- Individuals9.03%
- Charitable Organizations0.34%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Silver Oak Wealth Advisors Services, LLC is an independent, SEC-registered registered investment adviser that describes itself as a capital allocator for individual and family clients. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, and selection of outside advisers. Its pricing mixes percentage-of-assets fees with hourly and fixed-fee engagements. Silver Oak was formed as an LLC and has operated as an adviser since at least 2018.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities10%
- Cash & Cash Equivalents6%
- Other6%
- US Government Bonds1%
Owners & executives
1 of 1
Shufan Cao
Principal and Chief Executive OfficerCRD 5004223
Contacts
2 of 2
Laura Robayo
PresidentCRD 7280172
Alyssa Crews
Wealth AdvisorCRD 7810924
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$164M in ETFs
73%
$120M
26%
$44.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND (VTIP) | Vanguard | Passive | Short Term Inflation Protected Bond | $34.3M | 683,280 | 20.95% |
Location
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 10940 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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