SILVER OAK WEALTH ADVISORS, LLC
Legal name: SILVER OAK WEALTH ADVISORS
CRD #133904 SEC #801-63906 LOS ANGELES, CA 310-207-4800
SEC Registered
Total AUM
$208.9M
Discretionary
$208.9M
Employees
4
Clients
11
Accounts
521
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 9, 2017
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FRAMSON, JOEL, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FRAMSON, JOEL, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FRAMSON, JOEL, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FRAMSON, JOEL, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FRAMSON, JOEL, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FRAMSON, JOEL, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FRAMSON, JOEL, H | I | MANAGING MEMBER | E | Control |
| FRAMSON, JOEL, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FRAMSON, JOEL, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FRAMSON, JOEL, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FRAMSON, JOEL, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FRAMSON, JOEL, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FRAMSON, JOEL, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FRAMSON, JOEL, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FRAMSON, JOEL, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 9, 2017 REGISTERED
Notice Filings (1)
CA
Address
10866 WILSHIRE BLVD.SUITE 1270
LOS ANGELES, CA 90024
United States
Phone: 310-207-4800