A complete list of active advisors currently associated with Silverhaven Strategic Wealth, LLC

Warmer can help you find a great advisor at Silverhaven Strategic Wealth, LLC or one who fits your needs even better.

Silverhaven Strategic Wealth provides discretionary portfolio management and related financial consulting and estate-planning coordination to individuals, families, trusts, estates, and related entities. The firm charges asset-based advisory fees and offers ongoing services including portfolio construction, security selection, monitoring, and periodic rebalancing. The firm describes a disciplined, goal‑oriented investment process that can emphasize long‑term capital appreciation, capital preservation, income generation, or combinations of these objectives, using diversified allocations of ETFs, mutual funds, individual securities, fixed income, and cash equivalents. In certain client accounts the firm may implement listed options strategies (e.g., covered calls or protective puts) for hedging, income generation, or tactical positioning, but only for accounts approved for options trading by the custodian and for clients who accept the additional risks. A distinctive feature disclosed in the brochure is that the firm’s managing member is a licensed attorney who also practices at an external law firm; legal services, when provided, are separate from and not bundled with the advisory relationship and are offered under separate agreements. The firm is newly formed and had no assets under management at the time of its initial filing, and it requires custodial relationships (typically with Charles Schwab) for discretionary accounts while not taking custody of client assets or voting client proxies.

To learn more about the advisors currently working at Silverhaven Strategic Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Levi Baker	Austin, TX	3

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