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 organizes as an LLC and has been operating since 2018. The firm focuses on serving individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and selection of third‑party advisers. It operates as a capital allocator, charging clients through a mix of percentage‑of‑AUM fees, hourly engagements, and fixed fees. The firm does not position itself as an ESG investor and does not report pension consulting or related‑adviser activities.
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 1SHUFAN CAO
Principal and Chief Executive OfficerCRD 5004223
Contacts
2 of 2LAURA ROBAYO
PresidentCRD 7280172
ALYSSA CREWS
Wealth AdvisorCRD 7810924
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$150M in ETFs
73%
$110M
26%
$40.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND (VTIP) | Vanguard | Passive | Short Term Inflation Protected Bond | $31.4M | 628,807 | 20.87% |
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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