Silveroak Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Edina, MN. Its latest Form ADV filing, dated March 31, 2026, reports $2.0B in regulatory assets under management, 23 employees, and 1,992 accounts.
Assets Under Management
$2.0B
Employees
23
Offices
--
Total Clients
446
Primary office
EDINA, MN
3600 MINNESOTA DRIVE, SUITE 860, EDINA, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 73.5% of total clients.
Top client categories% of clientsClients
1
HNWI
73.5%
328
2
Individuals
26.0%
116
3
Corporations
0.4%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of March 31, 2026
Discretionary93.5%
$1.9B
94% of total RAUM93.5%
Non-discretionary6.5%
$129M
6% of total RAUM6.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.0B
Total Accounts1,992
10Y AUM Change+$1.4B (+225.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee19:1
10Y Employee Change+11 (+91.7%)
* 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.