A complete list of active advisors currently associated with Silverlake Wealth Management LLC
Warmer can help you find a great advisor at Silverlake Wealth Management LLC or one who fits your needs even better.
SilverLake Wealth Management is an SEC‑registered advisory firm that provides investment management, financial planning, and retirement‑plan advisory services to individuals (including high‑net‑worth), trusts, estates, charitable organizations, corporations, and plan sponsors. The firm reports managing roughly $849 million in client assets and delivers both discretionary and non‑discretionary portfolio management alongside written financial planning engagements. SilverLake describes a customized, primarily long‑term investment approach that uses fundamental and technical analysis to construct diversified portfolios of individual equities, fixed income, mutual funds and ETFs, while permitting shorter‑term trades for rebalancing or client needs. The firm also implements portions of client portfolios through unaffiliated Independent Managers and states it performs initial and ongoing oversight and due diligence of those managers. A few features the brochure flags as less common among peers are prominent in SilverLake’s disclosures: it offers access to digital‑asset accounts through Fidelity Digital Asset Services and includes specific risk discussion for cryptocurrency ETFs, noting they can involve the use of derivatives. The brochure also highlights retirement‑plan fiduciary work (including ERISA 3(21) investment oversight), the firm’s referral to borrowing programs that use client assets as collateral, and its practice of implementing and supervising Independent Managers—elements that create additional operational and conflict‑of‑interest considerations relative to many team firms.
To learn more about the advisors currently working at Silverlake Wealth Management 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.
You can also browse Silverlake Wealth Management LLC's office locations.
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