Silverlake Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Williston, VT. Its latest Form ADV filing, dated April 15, 2026, reports $849M in regulatory assets under management, 13 employees, 4 offices, and 2,641 accounts.
Assets Under Management
$849M
Employees
13
Offices
4 offices
Total Clients
1,072
Primary office
WILLISTON, VT
33 BLAIR PARK ROAD, SUITE 100, WILLISTON, VT, United States
Top client segmentIndividuals represent 72.2% of total clients.
Top client categories% of clientsClients
1
Individuals
72.2%
774
2
HNWI
23.7%
254
3
Corporations
2.3%
25
4
Charitable
1.2%
13
5
Pension Plans
0.6%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$849Mas of April 15, 2026
Discretionary92.3%
$784M
92% of total RAUM92.3%
Non-discretionary7.7%
$65M
8% of total RAUM7.7%
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.
Total AUM$849M
Total Accounts2,641
10Y AUM Change+$732M (+626.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee82:1
10Y Employee Change+4 (+44.4%)
* 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.