SILVEROAK WEALTH MANAGEMENT LLC
CRD #110532 SEC #801-60208 EDINA, MN 952-896-5700
SEC Registered
Total AUM
$1.7B
Discretionary
$1.6B
Employees
23
Clients
251
Accounts
1,891
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.7B | $1.6B | $117.8M | 23 | 11 |
| Mar 2024 | $1.5B | $1.4B | $105.8M | 20 | 17 |
| Mar 2024 | $1.5B | $1.4B | $105.8M | 20 | 17 |
| Mar 2023 | $1.4B | $1.3B | $69.4M | 19 | 27 |
| Mar 2022 | $1.3B | $1.2B | $75.2M | 17 | 22 |
| Dec 2021 | $1.1B | $1B | $69.4M | 18 | 20 |
| Mar 2021 | $1.1B | $1B | $69.4M | 18 | 20 |
| Jun 2020 | $950.6M | $884.5M | $66.1M | 16 | 10 |
| Mar 2020 | $950.6M | $884.5M | $66.1M | 16 | 10 |
| Jan 2020 | $760.4M | $703.4M | $57M | 16 | 10 |
| Mar 2019 | $760.4M | $703.4M | $57M | 16 | 10 |
| Mar 2018 | $752M | $694.6M | $57.4M | 15 | 10 |
| Sep 2017 | $720.6M | $663.9M | $56.8M | 14 | 300 |
| Mar 2017 | $614M | $562M | $52M | 12 | 300 |
| Mar 2016 | $532.6M | $489.3M | $43.3M | 12 | 300 |
| Aug 2015 | $527.5M | $487.2M | $40.3M | 11 | 300 |
| Mar 2015 | $527.5M | $487.2M | $40.3M | 11 | 300 |
| Jan 2015 | $489.7M | $452.2M | $37.5M | 9 | 200 |
| Mar 2014 | $489.7M | $452.2M | $37.5M | 9 | 200 |
| Dec 2013 | $372.6M | $353.3M | $19.3M | 7 | 200 |
| Mar 2013 | $372.6M | $353.3M | $19.3M | 7 | 200 |
| Mar 2012 | $249.1M | $234.9M | $14.2M | 6 | 218 |
| Mar 2009 | $168.1M | $164.3M | $3.8M | -- | -- |
| Mar 2008 | $191.1M | $185.6M | $5.5M | -- | -- |
| Jan 2008 | $108.9M | $102.8M | $6.1M | -- | -- |
| Feb 2007 | $108.9M | $102.8M | $6.1M | -- | -- |
| Mar 2006 | $81.4M | $74.5M | $6.9M | -- | -- |
| Jan 2006 | $47.4M | $42.9M | $4.4M | -- | -- |
| Mar 2004 | $45M | $41.8M | $3.2M | -- | -- |
| Oct 2003 | $33.4M | $31.1M | $2.3M | -- | -- |
| Apr 2002 | $68.1M | $41.6M | $26.4M | -- | -- |
| Jul 2001 | $51M | $48.7M | $2.3M | -- | -- |
DateMar 2025
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$117.8M
Employees23
Clients11
DateMar 2024
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$105.8M
Employees20
Clients17
DateMar 2024
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$105.8M
Employees20
Clients17
DateMar 2023
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$69.4M
Employees19
Clients27
DateMar 2022
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$75.2M
Employees17
Clients22
DateDec 2021
Total AUM$1.1B
Discretionary$1B
Non-Disc.$69.4M
Employees18
Clients20
DateMar 2021
Total AUM$1.1B
Discretionary$1B
Non-Disc.$69.4M
Employees18
Clients20
DateJun 2020
Total AUM$950.6M
Discretionary$884.5M
Non-Disc.$66.1M
Employees16
Clients10
DateMar 2020
Total AUM$950.6M
Discretionary$884.5M
Non-Disc.$66.1M
Employees16
Clients10
DateJan 2020
Total AUM$760.4M
Discretionary$703.4M
Non-Disc.$57M
Employees16
Clients10
DateMar 2019
Total AUM$760.4M
Discretionary$703.4M
Non-Disc.$57M
Employees16
Clients10
DateMar 2018
Total AUM$752M
Discretionary$694.6M
Non-Disc.$57.4M
Employees15
Clients10
DateSep 2017
Total AUM$720.6M
Discretionary$663.9M
Non-Disc.$56.8M
Employees14
Clients300
DateMar 2017
Total AUM$614M
Discretionary$562M
Non-Disc.$52M
Employees12
Clients300
DateMar 2016
Total AUM$532.6M
Discretionary$489.3M
Non-Disc.$43.3M
Employees12
Clients300
DateAug 2015
Total AUM$527.5M
Discretionary$487.2M
Non-Disc.$40.3M
Employees11
Clients300
DateMar 2015
Total AUM$527.5M
Discretionary$487.2M
Non-Disc.$40.3M
Employees11
Clients300
DateJan 2015
Total AUM$489.7M
Discretionary$452.2M
Non-Disc.$37.5M
Employees9
Clients200
DateMar 2014
Total AUM$489.7M
Discretionary$452.2M
Non-Disc.$37.5M
Employees9
Clients200
DateDec 2013
Total AUM$372.6M
Discretionary$353.3M
Non-Disc.$19.3M
Employees7
Clients200
DateMar 2013
Total AUM$372.6M
Discretionary$353.3M
Non-Disc.$19.3M
Employees7
Clients200
DateMar 2012
Total AUM$249.1M
Discretionary$234.9M
Non-Disc.$14.2M
Employees6
Clients218
DateMar 2009
Total AUM$168.1M
Discretionary$164.3M
Non-Disc.$3.8M
Employees--
Clients--
DateMar 2008
Total AUM$191.1M
Discretionary$185.6M
Non-Disc.$5.5M
Employees--
Clients--
DateJan 2008
Total AUM$108.9M
Discretionary$102.8M
Non-Disc.$6.1M
Employees--
Clients--
DateFeb 2007
Total AUM$108.9M
Discretionary$102.8M
Non-Disc.$6.1M
Employees--
Clients--
DateMar 2006
Total AUM$81.4M
Discretionary$74.5M
Non-Disc.$6.9M
Employees--
Clients--
DateJan 2006
Total AUM$47.4M
Discretionary$42.9M
Non-Disc.$4.4M
Employees--
Clients--
DateMar 2004
Total AUM$45M
Discretionary$41.8M
Non-Disc.$3.2M
Employees--
Clients--
DateOct 2003
Total AUM$33.4M
Discretionary$31.1M
Non-Disc.$2.3M
Employees--
Clients--
DateApr 2002
Total AUM$68.1M
Discretionary$41.6M
Non-Disc.$26.4M
Employees--
Clients--
DateJul 2001
Total AUM$51M
Discretionary$48.7M
Non-Disc.$2.3M
Employees--
Clients--