Firm profile

SILVER LAKE ADVISORY PARTNERS, LLC

CRD 107625Latest ADV January 29, 2026

Silver Lake Advisory Partners, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated January 29, 2026, reports $325M in regulatory assets under management, 4 employees, 2 offices, and 159 accounts.

Assets Under Management
$325M
Employees
4
Offices
2 offices
Total Clients
159
Primary office
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOGregory V. Bangma

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 56.6% of total clients.
Top client categories% of clientsClients
1
HNWI
56.6%
90
2
Individuals
39.0%
62
3
Pension Plans
4.4%
7

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$325Mas of January 29, 2026
Discretionary100.0%
$325M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$325M
Total Accounts159
10Y AUM Change+$147M (+82.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee40:1
10Y Employee Change+2 (+100.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.