SILVEROAK WEALTH MANAGEMENT LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Minnesota, United States

Employees

Total Number of Employees	20
Investment Advisory/Research	6
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	5
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,724	$1.4B
Non-Discretionary	78	$105.8M
Total	1,802	$1.5B

Clients

Type	Number	RAUM
Individuals	99	$45.2M
HNW Individuals	300	$1.5B
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	2	$1.6M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	17
No. of Non-U.S. Clients	2
No. of Financial Planning Clients	251-500

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation	% of AUMHourly chargesFixed fees
Other Business Activities	Accountant or accounting firm

Identifiers

SEC RIA File Number	801-60208
SEC ERA File Number	801-60208
SEC CIK Numbers	1764766
SEC CRD Numbers	110532
Legal Entity Identifier	None

Principal Office

3600 MINNESOTA DRIVE
SUITE 860
EDINA
MN
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic