Siler Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$183,329,520
Clients
655
Advisors
5
of 6 employees
About
Siler Wealth Management serves individuals, families, small business owners, and institutional clients by providing investment management, financial planning, and consulting services, and it acts as a sub‑advisor to select 401(k) plans. As of March 30, 2026, the firm reported approximately $188.6 million in regulatory assets under management across roughly 664 clients and manages both discretionary and non‑discretionary accounts.
The firm emphasizes customized strategies tailored to each client’s goals, employing fundamental, technical, cyclical, and quantitative analysis within a generally long‑term, periodically rebalanced framework. It offers both passive and active solutions through third‑party sub‑advisors and may employ structured (buffered) outcome ETFs, covered‑call strategies, and margin where appropriate, as disclosed in its ADV.
Notably, the firm’s Form ADV discloses prior disciplinary and arbitration matters involving the firm’s principal and related regulatory actions, with details and outcomes described in Item 9 of the brochure. The firm also provides estate‑planning education and coordination (including use of the Trust & Will digital platform), Social Security consulting, and separately billed educational or workshop‑style offerings, features that are less common among peer team firms.
Client services
Expertise
Occupation focus
Fee options
Estate planning services flat fees: Individual Will - $199; Joint Will - $299; Individual Trust - $499; Joint Trust - $599
Less than $250,000 - $250,000: 1.85% $250,001 - $500,000: 1.60% $501,000 - $1,000,000: 1.35% $1,000,001 - $2,000,000: 1.15% $2,000,001 - $3,000,000: 0.90% $3,000,001+: 0.75%
Some supervised persons sell insurance products and receive commissions; clients are not obligated to purchase insurance through the Firm
Estate planning services at $300 per hour; Social Security consulting at $250 per hour; Financial planning for non-advisory clients at $250 per hour
Fee-only: Financial planning billed at $250 per hour; Social Security consulting billed at $250 per hour; Estate planning services billed at $300 per hour and flat fees ranging from $199 to $599
Main office
100 Crown Oak Centre Drive
Longwood FL 32750
Advisors at this office
5
Most active in
Florida · Georgia · New York · North Carolina · Texas
Also doing business as
Sdr Investment Management, Inc. · Sdr Investment Management, Inc. D/B/A Siler Wealth Management · Sdr Investment Management, Inc. Dba Siler Financial Group · Sdr Investment Management, Inc. Dba Siler Wealth Management · Siler Financial Group · Siler Financial Group, LLC. Dba Sdr Investment Management, Inc. · Siler Wealth Management · Stockdr Com Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Chad V
CFP®, Series 63, Series 65
Longwood, FL
Siler Wealth Management
Chad Vergason is a CFP® with eight years of industry experience, currently serving at Siler Wealth Management. His prior roles include positions at CEV Financial Ventures, Sdr Investment Management, and Principal Securities Inc. He is a board member of the National Association of Insurance and Financial Advisors and is a licensed insurance agent with Executive Insurance of Central Florida. Siler Wealth Management serves individuals, families, small business owners, and institutional clients by providing investment management, financial planning, and consulting services. The firm employs customized strategies through both passive and active solutions and manages approximately $188.6 million in assets as of March 2026.
Nikki W
CFP®, Series 63, Series 65
Longwood, FL
Siler Wealth Management
Nikki Ward is a CFP® professional with eight years of industry experience, currently serving as an advisor at Siler Wealth Management. Her prior roles include positions at International Assets Advisory, LLC and Sdr Investment Management, Inc. She is also a licensed insurance agent, working part-time in life and fixed insurance. Siler Wealth Management provides investment management, financial planning, and consulting services to individuals, families, small business owners, and institutional clients. The firm employs customized strategies using fundamental, technical, cyclical, and quantitative analysis within a generally long-term, periodically rebalanced framework.
Justin K
Series 63, Series 65
Longwood, FL
Siler Wealth Management
Justin Kenney is a financial advisor with Siler Wealth Management in Longwood, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at International Assets Advisory, LLC, Primary Capital, LLC, Kalos Capital, Inc., and SDR Investment Management, Inc. In addition to his advisory work, he is a licensed insurance agent with SFG, LLC, dba Executive Insurance of Central FL. Siler Wealth Management serves individuals, families, small business owners, and institutional clients with investment management, financial planning, and consulting services, including sub-advisory roles for certain 401(k) plans. The firm uses customized strategies combining fundamental, technical, cyclical, and quantitative analysis within a long-term, periodically rebalanced framework, offering both passive and active solutions through third-party sub-advisors.
Lee S
Series 63, Series 65
Longwood, FL
Siler Wealth Management
Lee Siler is a financial advisor with Siler Wealth Management in Longwood, Florida, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at International Assets Advisory, Primary Capital, Kalos Capital, and Sdr Investment Management. Outside of financial advising, he is involved in music production as the owner and president of SFG Entertainment Services, LLC. Siler Wealth Management provides investment management, financial planning, and consulting services to individuals, families, trusts, small-business owners, and select institutional clients. The firm employs a tailored, long-term approach to portfolio management, combining fundamental, technical, cyclical, and quantitative analysis with a range of investment strategies and third-party model portfolios.
Dagean L
Series 65
Longwood, FL
Siler Wealth Management
Dagean Larsen is a financial advisor at Siler Wealth Management with a Series 65 credential and one year of industry experience. His prior work includes roles at SDR Investment Management, The Core Financial Group, and D6Financial. Outside of finance, he has been involved with Old World Masonry since 2009. Siler Wealth Management provides investment management, financial planning, and consulting services to individuals, families, trusts, small-business owners, and select institutional clients. The firm employs a tailored, long-term investment approach incorporating fundamental, technical, cyclical, and quantitative analysis, and offers a range of portfolio management strategies alongside estate-planning coordination and Social Security consulting.
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