Silverlake Wealth Management LLC

RIASEC RegisteredEst. 2015
Total AUM
$849M
Discretionary
$784M
92% of AUM
Avg account
$321K
Accounts
2,641
Employees
13
Advisory reps
9

Firm details

Headquarters
Williston, Vermont
CRD number
165525
Registered since
June 3, 2015
Website
www.silverlakewealth.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI70.34%
  • Individuals25.56%
  • Pension & Profit Sharing Plans1.87%
  • Corporations / Businesses1.52%
  • Charitable Organizations0.72%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Silverlake Wealth Management LLC is an independent, SEC-registered registered investment adviser formed as an LLC and operating under individual ownership. The firm has been SEC-registered since 2015 and serves both individual/family and institutional clients. Its advisory services include financial planning; portfolio management for individuals, small businesses and institutions; pension consulting; and selection of other advisers. Silverlake charges a mix of percentage-of-AUM, hourly, and fixed fees and does not position itself as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 55%, Exchange Traded Equities 27%, Cash & Cash Equivalents 14%, State & Local Bonds 2%, US Government Bonds 1%, Investment Grade Corp Bonds 1%55%
  • Public Funds/Mutual Funds55%
  • Exchange Traded Equities27%
  • Cash & Cash Equivalents14%
  • State & Local Bonds2%
  • US Government Bonds1%

Owners & executives

1 of 1
  • Jeffrey Steele

    Jeffrey Steele

    Managing Partner and Chief Compliance OfficerCRD 2111373

Contacts

3 of 8
  • Derek Eddy

    Derek Eddy

    Vice President, Investment Advisor RepresentativeCRD 5648908

  • Theodore Riehle

    Theodore Riehle

    Managing PartnerCRD 1053690

  • Thomas Golonka

    Thomas Golonka

    Managing PartnerCRD 2209094

Unlock 5 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 256

Active vs passive

$347M in ETFs

Passive

72%

$250M

Active

19%

$96.8M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$14.5M24,1954.17%
Unlock additional holdings →

Location

Primary office

Williston, VT

Chittenden

Location

Williston, VT

Headquartered in Williston, VT, anchoring the Burlington-South Burlington-Barre, VT metro in the Northeast.

Metro area
Burlington-South Burlington-Barre, VT
Region
Northeast
County
Chittenden
Address
33 Blair Park Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Copper Leaf Financial, LLC

RIA

Williston, VT

AUM $220MTEAM 4REPS 4

Hanson & Doremus Investment Management

RIA

Burlington, VT

AUM $1.1BTEAM 14REPS 10

Rock Point Advisors, LLC

RIA

Burlington, VT

AUM $656MTEAM 9REPS 4

Marble Trail Advisors

RIA

Middlebury, VT

AUM $583MTEAM 9REPS 5

Clean Yield Asset Management

RIA

Norwich, VT

AUM $571MTEAM 9REPS 6

M. Kraus & Company

RIA

Shelburne, VT

AUM $559MTEAM 5REPS 5
More RIAs in Williston →All Vermont RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth