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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARANICK, TIMOTHY, MARK | I | MEMBER | NA | Control |
| BARANICK, TIMOTHY, MARK | I | MEMBER | NA | Control |
| BARANICK, TIMOTHY, MARK | I | MEMBER | NA | Control |
| BARANICK, TIMOTHY, MARK | I | MEMBER | NA | Control |
| BARANICK, TIMOTHY, MARK | I | MEMBER | NA | Control |
| BARANICK, TIMOTHY, MARK | I | MEMBER | NA | Control |
| BARANICK, TIMOTHY, MARK | I | MEMBER | NA | Control |
| BARANICK, TIMOTHY, MARK | I | MEMBER | NA | Control |
| HOGLE, WILLIAM, G. | I | MEMBER | NA | Control |
| HOGLE, WILLIAM, G. | I | MEMBER | NA | Control |
| HOGLE, WILLIAM, G. | I | MEMBER | NA | Control |
| HOGLE, WILLIAM, G. | I | MEMBER | NA | Control |
| HOGLE, WILLIAM, G. | I | MEMBER | NA | Control |
| HOGLE, WILLIAM, G. | I | MEMBER | NA | Control |
| HOGLE, WILLIAM, G. | I | MEMBER | NA | Control |
| HOGLE, WILLIAM, G. | I | MEMBER | NA | Control |
| HOGLE, WILLIAM, G. | I | MEMBER | NA | Control |
| HOGLE, WILLIAM, G. | I | MEMBER | NA | Control |
| NELSON, KATHLEEN | I | MEMBER | NA | Control |
| NELSON, KATHLEEN | I | MEMBER | NA | Control |
| NELSON, KATHLEEN | I | MEMBER | NA | Control |
| NELSON, KATHLEEN | I | MEMBER | NA | Control |
| NELSON, KATHLEEN | I | MEMBER | NA | Control |
| NELSON, KATHLEEN | I | MEMBER | NA | Control |
| NELSON, KATHLEEN | I | MEMBER | NA | Control |
| NELSON, KATHLEEN | I | MEMBER | NA | Control |
| NELSON, KATHLEEN | I | MEMBER | NA | Control |
| NELSON, KATHLEEN | I | MEMBER | NA | Control |
| KING, SHANNON, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER & MEMBER | E | Control |
| KING, SHANNON, ALAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY, CHAIR & MEMBER | E | Control |
| KING, SHANNON, ALAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY, CHAIR & MEMBER | E | Control |
| KING, SHANNON, ALAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY, CHAIR & MEMBER | E | Control |
| KING, SHANNON, ALAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY, CHAIR & MEMBER | E | Control |
| KING, SHANNON, ALAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY, CHAIR & MEMBER | E | Control |
| KING, SHANNON, ALAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY, CHAIR & MEMBER | E | Control |
| KING, SHANNON, ALAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY, CHAIR & MEMBER | E | Control |
| KING, SHANNON, ALAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY, CHAIR & MEMBER | E | Control |
| KING, SHANNON, ALAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY, CHAIR & MEMBER | E | Control |
| KING, SHANNON, ALAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY, CHAIR & MEMBER | E | Control |
| KING, SHANNON, ALAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY, CHAIR & MEMBER | E | Control |
| KING, SHANNON, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER & MEMBER | C | Control |
| KING, SHANNON, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER & MEMBER | C | Control |
| KING, SHANNON, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER & MEMBER | C | Control |
| KING, SHANNON, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER & MEMBER | C | Control |
| KING, SHANNON, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER & MEMBER | C | Control |
| KING, SHANNON, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER & MEMBER | C | Control |
| KING, SHANNON, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER & MEMBER | C | Control |
| KING, SHANNON, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER & MEMBER | C | Control |
| KING, SHANNON, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER & MEMBER | C | Control |
| KING, SHANNON, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER & MEMBER | C | Control |
| KAUFMANN, ALLEN, B. | I | MEMBER, SECRETARY | B | Control |
| KAUFMANN, ALLEN, B. | I | MEMBER, SECRETARY | B | Control |
| KAUFMANN, ALLEN, B. | I | MEMBER, SECRETARY | B | Control |
| KAUFMANN, ALLEN, B. | I | MEMBER, SECRETARY | B | Control |
| KAUFMANN, ALLEN, B. | I | MEMBER | B | Control |
| KAUFMANN, ALLEN, B. | I | MEMBER, SECRETARY | B | Control |
| KAUFMANN, ALLEN, B. | I | MEMBER, SECRETARY | B | Control |
| KAUFMANN, ALLEN, B. | I | MEMBER, SECRETARY | B | Control |
| KAUFMANN, ALLEN, B. | I | MEMBER | B | Control |
| KAUFMANN, ALLEN, B. | I | MEMBER, SECRETARY | B | Control |
| KAUFMANN, ALLEN, B. | I | MEMBER, SECRETARY | B | Control |
| KAUFMANN, ALLEN, B. | I | MEMBER, SECRETARY | B | Control |
| KAUFMANN, ALLEN, B. | I | MEMBER, SECRETARY | B | Control |
| KAUFMANN, ALLEN, B. | I | MEMBER, SECRETARY | B | Control |
| KAUFMANN, ALLEN, B. | I | MEMBER, SECRETARY | B | Control |
| KAUFMANN, ALLEN, B. | I | MEMBER, SECRETARY | B | Control |
| KAUFMANN, ALLEN, B. | I | MEMBER, SECRETARY | B | Control |
| KAUFMANN, ALLEN, B. | I | MEMBER, SECRETARY | B | Control |
| KAUFMANN, ALLEN, B. | I | MEMBER, SECRETARY | B | Control |
| KAUFMANN, ALLEN, B. | I | MEMBER, SECRETARY | B | Control |
| KAUFMANN, ALLEN, B. | I | MEMBER, SECRETARY | B | Control |
| KAUFMANN, ALLEN, B. | I | MEMBER, SECRETARY | B | Control |
| KAUFMANN, ALLEN, B. | I | MEMBER, SECRETARY | B | Control |
| KING, SHANNON, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER & MEMBER | B | Control |
| KING, SHANNON, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER & MEMBER | B | Control |
| KING, SHANNON, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER & MEMBER | B | Control |
| KING, SHANNON, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER & MEMBER | B | Control |
| KING, SHANNON, ALAN | I | PRESIDENT & MEMBER | B | Control |
| KING, SHANNON, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER & MEMBER | B | Control |
| KING, SHANNON, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER & MEMBER | B | Control |
| KING, SHANNON, ALAN | I | MEMBER | B | Control |
| KING, SHANNON, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER & MEMBER | B | Control |
| KING, SHANNON, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER & MEMBER | B | Control |
| KING, SHANNON, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER & MEMBER | B | Control |
| OLSON, LYLE, E. | I | MEMBER | B | Control |
| OLSON, LYLE, E. | I | MEMBER | B | Control |
| SCHWICHTENBERG, KIMBERLY, R. | I | MEMBER, CHIEF MANAGER | B | Control |
| SCHWICHTENBERG, KIMBERLY, R. | I | MEMBER, CHIEF MANAGER | B | Control |
| SCHWICHTENBERG, KIMBERLY, R. | I | MEMBER, CHIEF MANAGER | B | Control |
| SCHWICHTENBERG, KIMBERLY, R. | I | MEMBER, CHIEF MANAGER | B | Control |
| SCHWICHTENBERG, KIMBERLY, R. | I | MEMBER | B | Control |
| SCHWICHTENBERG, KIMBERLY, R. | I | MEMBER, CHIEF MANAGER | B | Control |
| SCHWICHTENBERG, KIMBERLY, R. | I | MEMBER, CHIEF MANAGER | B | Control |
| SCHWICHTENBERG, KIMBERLY, R. | I | MEMBER, CHIEF MANAGER | B | Control |
| SCHWICHTENBERG, KIMBERLY, R. | I | MEMBER | B | Control |
| SCHWICHTENBERG, KIMBERLY, R. | I | MEMBER, CHIEF MANAGER | B | Control |
| SCHWICHTENBERG, KIMBERLY, R. | I | MEMBER, CHIEF MANAGER | B | Control |
| SCHWICHTENBERG, KIMBERLY, R. | I | MEMBER, CHIEF MANAGER | B | Control |
| SCHWICHTENBERG, KIMBERLY, R. | I | MEMBER, CHIEF MANAGER | B | Control |
| SCHWICHTENBERG, KIMBERLY, R. | I | MEMBER, CHIEF MANAGER | B | Control |
| SCHWICHTENBERG, KIMBERLY, R. | I | MEMBER, CHIEF MANAGER | B | Control |
| SCHWICHTENBERG, KIMBERLY, R. | I | MEMBER, CHIEF MANAGER | B | Control |
| SCHWICHTENBERG, KIMBERLY, R. | I | MEMBER, CHIEF MANAGER | B | Control |
| SCHWICHTENBERG, KIMBERLY, R. | I | MEMBER, CHIEF MANAGER | B | Control |
| SCHWICHTENBERG, KIMBERLY, R. | I | MEMBER, CHIEF MANAGER | B | Control |
| SCHWICHTENBERG, KIMBERLY, R. | I | MEMBER, CHIEF MANAGER | B | Control |
| SCHWICHTENBERG, KIMBERLY, R. | I | MEMBER, CHIEF MANAGER | B | Control |
| SCHWICHTENBERG, KIMBERLY, R. | I | MEMBER, CHIEF MANAGER | B | Control |
| SCHWICHTENBERG, KIMBERLY, R. | I | MEMBER, CHIEF MANAGER | B | Control |
| SILVERMAN, PERRY, PAUL | I | MEMBER | B | Control |
| SILVERMAN, PERRY, PAUL | I | MEMBER | B | Control |
| SILVERMAN, PERRY, PAUL | I | MEMBER | B | Control |
| SILVERMAN, PERRY, PAUL | I | MEMBER | B | Control |
| SILVERMAN, PERRY, PAUL | I | MEMBER | B | Control |
| SILVERMAN, PERRY, PAUL | I | MEMBER | B | Control |
| SILVERMAN, PERRY, PAUL | I | MEMBER | B | Control |
| SILVERMAN, PERRY, PAUL | I | MEMBER | B | Control |
| SILVERMAN, PERRY, PAUL | I | MEMBER | B | Control |
| SILVERMAN, PERRY, PAUL | I | MEMBER | B | Control |
| SILVERMAN, PERRY, PAUL | I | MEMBER | B | Control |
| SILVERMAN, PERRY, PAUL | I | MEMBER | B | Control |
| SILVERMAN, PERRY, PAUL | I | MEMBER | B | Control |
| STANZAK, JANET, ANN | I | MEMBER | B | Control |
| STANZAK, JANET, ANN | I | PRESIDENT & MEMBER | B | Control |
| STANZAK, JANET, ANN | I | PRESIDENT & MEMBER | B | Control |
| THORVILSON, JOHN, L. | I | MEMBER, TREASURER | B | Control |
| THORVILSON, JOHN, L. | I | MEMBER, TREASURER | B | Control |
| THORVILSON, JOHN, L. | I | MEMBER, TREASURER | B | Control |
| THORVILSON, JOHN, L. | I | MEMBER, TREASURER | B | Control |
| THORVILSON, JOHN, L. | I | MEMBER | B | Control |
| THORVILSON, JOHN, L. | I | MEMBER, TREASURER | B | Control |
| THORVILSON, JOHN, L. | I | MEMBER, TREASURER | B | Control |
| THORVILSON, JOHN, L. | I | MEMBER, TREASURER | B | Control |
| THORVILSON, JOHN, L. | I | MEMBER | B | Control |
| THORVILSON, JOHN, L. | I | MEMBER, TREASURER | B | Control |
| THORVILSON, JOHN, L. | I | MEMBER, TREASURER | B | Control |
| THORVILSON, JOHN, L. | I | MEMBER, TREASURER | B | Control |
| THORVILSON, JOHN, L. | I | MEMBER, TREASURER | B | Control |
| THORVILSON, JOHN, L. | I | MEMBER, TREASURER | B | Control |
| THORVILSON, JOHN, L. | I | MEMBER, TREASURER | B | Control |
| THORVILSON, JOHN, L. | I | MEMBER, TREASURER | B | Control |
| THORVILSON, JOHN, L. | I | MEMBER, TREASURER | B | Control |
| THORVILSON, JOHN, L. | I | MEMBER, TREASURER | B | Control |
| THORVILSON, JOHN, L. | I | MEMBER, TREASURER | B | Control |
| THORVILSON, JOHN, L. | I | MEMBER, TREASURER | B | Control |
| THORVILSON, JOHN, L. | I | MEMBER, TREASURER | B | Control |
| THORVILSON, JOHN, L. | I | MEMBER, TREASURER | B | Control |
| THORVILSON, JOHN, L. | I | MEMBER, TREASURER | B | Control |
| NELSON, KATHLEEN, JEAN | I | MEMBER, VICE PRESIDENT, TREASURER | A | Control |
| NELSON, KATHLEEN, JEAN | I | MEMBER, VICE PRESIDENT, TREASURER | A | Control |
| NELSON, KATHLEEN, JEAN | I | MEMBER, VICE PRESIDENT, TREASURER | A | Control |
| NELSON, KATHLEEN, JEAN | I | MEMBER, VICE PRESIDENT, TREASURER | A | Control |
| NELSON, KATHLEEN, JEAN | I | MEMBER, VICE PRESIDENT, TREASURER | A | Control |
| NELSON, KATHLEEN, JEAN | I | MEMBER, VICE PRESIDENT, TREASURER | A | Control |
| NELSON, KATHLEEN, JEAN | I | MEMBER, VICE PRESIDENT, TREASURER | A | Control |
| NELSON, KATHLEEN, JEAN | I | MEMBER, VICE PRESIDENT, TREASURER | A | Control |
| NELSON, KATHLEEN, JEAN | I | MEMBER, VICE PRESIDENT, TREASURER | A | Control |
| NELSON, KATHLEEN, JEAN | I | MEMBER, VICE PRESIDENT, TREASURER | A | Control |
| NELSON, KATHLEEN, JEAN | I | MEMBER, VICE PRESIDENT, TREASURER | A | Control |
| NELSON, KATHLEEN, JEAN | I | MEMBER, VICE PRESIDENT, TREASURER | A | Control |
| STANZAK, JANET, ANN | I | PRESIDENT & MEMBER | A | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (15)
AZ CA CO FL IA IL MA MI MN NH NY PA TX WA WI
Address
3600 MINNESOTA DRIVESUITE 860
EDINA, MN 55435
United States
Phone: 952-896-5700