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
10

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, owner-operated RIA formed in 2015 that provides fee-based financial planning and portfolio management to individuals, families and institutions. The firm acts as a capital allocator and offers advisory services that include financial planning, portfolio management for individuals and small businesses, institutional portfolio management, pension consulting, and selection of third‑party advisers. Its client billing mixes AUM-based fees with hourly and fixed-fee engagements. Silverlake does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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

    Managing Partner and Chief Compliance OfficerCRD 2111373

Contacts

3 of 9

  • DEREK EDDY

    Vice President, Investment Advisor RepresentativeCRD 5648908

  • THEODORE RIEHLE

    Managing PartnerCRD 1053690

  • THOMAS GOLONKA

    Managing PartnerCRD 2209094

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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%
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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth