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Building 2SILVERLAKE WEALTH MANAGEMENT LLC

Map pinWILLISTON, VT
Phone(802) 857-5083
NotebookSEC #801-97340
Total AUM
$849.1M
Employees
13
Clients
1,072

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
33 BLAIR PARK ROAD
SUITE 100
WILLISTON
VT 05495
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(802) 857-5083
Other Offices
4

ReceiptFinancials

Total AUM
$849.1M
Accounts
2,641
Discretionary
$783.9M
Accounts
2,539
Non-Discretionary
$65.2M
Accounts
102

ContactClients

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Individual Clients
774
AUM
$217M
HNW Individual Clients
254
AUM
$597.2M
Pension/Profit Sharing Plan Clients
6
AUM
$15.8M
Charitable Organization Clients
13
AUM
$6.1M
Corporation or Business Clients
25
AUM
$12.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLMAMDMENCNHNJNYOHORPARISCTXVAVT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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