Sila FInancial, LLC

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Client assets under management

$123,867,547

Clients

100

49% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$1,238,675

About

Sila Financial provides fee-based portfolio management and broader wealth-management services to individuals (including high-net-worth households) as well as businesses, qualified retirement plans, trusts, estates, and non-profit organizations. Services include discretionary investment management, retirement-plan consulting and participant education, and general financial coordination with clients’ other advisors.

The firm constructs custom, client-specific portfolios rather than relying on model portfolios, typically using a mix of mutual funds, ETFs, REITs and individual securities and favoring low-cost index options when available; it will use active managers selectively and seeks institutional share classes to lower fund expense. Portfolios are monitored and actively rebalanced, employ both long-term buy-and-hold and shorter-term trading strategies as needed, and do not rely on technical security analysis.

Distinctive operational features include a policy of recommending only two custodians for client assets and declining to work with other custodians, and the firm’s use of standing letters of authorization and direct fee deduction arrangements that result in a custody classification. The firm’s principal also maintains broker-dealer and insurance licenses and may receive separate commissions for brokerage or insurance sales to clients, a conflict the firm discloses in writing; the firm also does not aggregate client trades into block orders, which can affect execution practices.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management ESG / Sustainable investing Real estate investing

Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.50% annually $3,000,001+: 0.25% annually

Commissions

Commissions earned by affiliated persons for sale of insurance products and through broker-dealer relationships; separate from advisory fees

Other

Account minimum: $100,000 Fee-only: Fee-based investment advisory services

Main office location

Sila FInancial, LLC

Snohomish WA, United States

Number of offices

Most active in

Idaho · Texas · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

425-605-9533

Advisors at this firm

Warren S

Series 63, Series 66

Ketchum, ID

Sila FInancial, LLC

Warren Schliiter is a financial advisor at Sila Financial, LLC with 55 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes long tenures at Kms Financial Services, Inc. and a self-employed insurance brokerage, with his current role at Sila Financial beginning in 2020. Sila Financial provides fee-based portfolio management and comprehensive wealth management services to individuals, businesses, qualified retirement plans, trusts, estates, and non-profit organizations. The firm constructs customized portfolios using a mix of mutual funds, ETFs, REITs, and individual securities, emphasizing low-cost index options and selective active management.

Wealth management ESG / Sustainable investing Real estate investing

Henry S

Series 65

Snohomish, WA

Sila FInancial, LLC

Henry Schliiter is a financial advisor at Sila Financial, LLC with a Series 65 credential. He joined the firm in 2024 and has prior experience as a real estate broker with Metropolitan Park LLC. Sila Financial provides fee-based portfolio management and wealth-management services to individuals, businesses, retirement plans, trusts, estates, and non-profits, focusing on custom client-specific portfolios that typically include mutual funds, ETFs, REITs, and individual securities. The firm emphasizes low-cost index options, active monitoring, and rebalancing, with distinctive operational policies regarding custodians and fee arrangements.

Wealth management ESG / Sustainable investing Real estate investing

Todd S

CFP®, Series 63, Series 65, Series 66

Snohomish, WA

Sila FInancial, LLC

Todd Schliiter is a CFP® with 22 years of industry experience, currently serving as President and Chief Compliance Officer at Sila Financial, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments and KMS Financial Services, Inc. In addition to his advisory work, he is licensed for life insurance and fixed annuity sales. Sila Financial provides fee-based portfolio management and comprehensive wealth-management services to individuals, businesses, qualified retirement plans, trusts, estates, and nonprofits. The firm constructs custom portfolios combining mutual funds, ETFs, REITs, and individual securities, prioritizing low-cost index options and employing both long-term and shorter-term investment strategies.

Wealth management ESG / Sustainable investing Real estate investing

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