SILVERLAKE WEALTH MANAGEMENT LLC
CRD #165525 SEC #801-97340 WILLISTON, VT (802) 857-5083
SEC Registered
Total AUM
$572.7M
Discretionary
$514.8M
Employees
12
Clients
25
Accounts
1,892
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $572.7M | $514.8M | $57.8M | 12 | 0 |
| Jun 2025 | $572.7M | $514.8M | $57.8M | 12 | 0 |
| Jun 2025 | $572.7M | $514.8M | $57.8M | 12 | 0 |
| Mar 2025 | $572.7M | $514.8M | $57.8M | 12 | 0 |
| Dec 2024 | $485.7M | $433.7M | $51.9M | 10 | 0 |
| Jun 2024 | $485.7M | $433.7M | $51.9M | 10 | 0 |
| May 2024 | $485.7M | $433.7M | $51.9M | 10 | 0 |
| Apr 2024 | $485.7M | $433.7M | $51.9M | 10 | 0 |
| Feb 2024 | $485.7M | $433.7M | $51.9M | 10 | 0 |
| Dec 2023 | $420.7M | $375.8M | $44.9M | 11 | 0 |
| May 2023 | $420.7M | $375.8M | $44.9M | 11 | 0 |
| Apr 2023 | $420.7M | $375.8M | $44.9M | 11 | 0 |
| Mar 2023 | $420.7M | $375.8M | $44.9M | 11 | 0 |
| Mar 2022 | $448M | $414M | $34M | 9 | 0 |
| Nov 2021 | $365.8M | $326.2M | $39.6M | 9 | 0 |
| Mar 2021 | $365.8M | $326.2M | $39.6M | 9 | 0 |
| Oct 2020 | $168.9M | $144.5M | $24.4M | 8 | 0 |
| Jun 2020 | $168.9M | $144.5M | $24.4M | 8 | 0 |
| Jun 2020 | $168.9M | $144.5M | $24.4M | 8 | 0 |
| May 2020 | $168.9M | $144.5M | $24.4M | 8 | 0 |
| Mar 2020 | $168.9M | $144.5M | $24.4M | 8 | 0 |
| Jan 2020 | $132.6M | $103.7M | $28.9M | 8 | 0 |
| Nov 2019 | $132.6M | $103.7M | $28.9M | 8 | 0 |
| Mar 2019 | $132.6M | $103.7M | $28.9M | 8 | 0 |
| Aug 2018 | $141.4M | $88.6M | $52.8M | 8 | 0 |
| Mar 2018 | $141.4M | $88.6M | $52.8M | 8 | 0 |
| Sep 2017 | $116.9M | $74.2M | $42.7M | 9 | 200 |
| Jul 2017 | $116.9M | $74.2M | $42.7M | 9 | 200 |
| Feb 2017 | $116.9M | $74.2M | $42.7M | 9 | 200 |
| Feb 2017 | $99.7M | $57.2M | $42.5M | 8 | 200 |
| Jan 2017 | $99.7M | $57.2M | $42.5M | 8 | 200 |
| Mar 2016 | $99.7M | $57.2M | $42.5M | 8 | 200 |
| May 2015 | $104M | $104M | $0 | 8 | 100 |
| Apr 2013 | $45.5M | $45.5M | $0 | 8 | 100 |
| Mar 2013 | $45.5M | $45.5M | $0 | 8 | 100 |
| Jan 2013 | $45.5M | $45.5M | $0 | 8 | 100 |
| Dec 2012 | $0 | $0 | $0 | 8 | 0 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
| Sep 2012 | $0 | $0 | $0 | -- | 0 |
DateJun 2025
Total AUM$572.7M
Discretionary$514.8M
Non-Disc.$57.8M
Employees12
Clients0
DateJun 2025
Total AUM$572.7M
Discretionary$514.8M
Non-Disc.$57.8M
Employees12
Clients0
DateJun 2025
Total AUM$572.7M
Discretionary$514.8M
Non-Disc.$57.8M
Employees12
Clients0
DateMar 2025
Total AUM$572.7M
Discretionary$514.8M
Non-Disc.$57.8M
Employees12
Clients0
DateDec 2024
Total AUM$485.7M
Discretionary$433.7M
Non-Disc.$51.9M
Employees10
Clients0
DateJun 2024
Total AUM$485.7M
Discretionary$433.7M
Non-Disc.$51.9M
Employees10
Clients0
DateMay 2024
Total AUM$485.7M
Discretionary$433.7M
Non-Disc.$51.9M
Employees10
Clients0
DateApr 2024
Total AUM$485.7M
Discretionary$433.7M
Non-Disc.$51.9M
Employees10
Clients0
DateFeb 2024
Total AUM$485.7M
Discretionary$433.7M
Non-Disc.$51.9M
Employees10
Clients0
DateDec 2023
Total AUM$420.7M
Discretionary$375.8M
Non-Disc.$44.9M
Employees11
Clients0
DateMay 2023
Total AUM$420.7M
Discretionary$375.8M
Non-Disc.$44.9M
Employees11
Clients0
DateApr 2023
Total AUM$420.7M
Discretionary$375.8M
Non-Disc.$44.9M
Employees11
Clients0
DateMar 2023
Total AUM$420.7M
Discretionary$375.8M
Non-Disc.$44.9M
Employees11
Clients0
DateMar 2022
Total AUM$448M
Discretionary$414M
Non-Disc.$34M
Employees9
Clients0
DateNov 2021
Total AUM$365.8M
Discretionary$326.2M
Non-Disc.$39.6M
Employees9
Clients0
DateMar 2021
Total AUM$365.8M
Discretionary$326.2M
Non-Disc.$39.6M
Employees9
Clients0
DateOct 2020
Total AUM$168.9M
Discretionary$144.5M
Non-Disc.$24.4M
Employees8
Clients0
DateJun 2020
Total AUM$168.9M
Discretionary$144.5M
Non-Disc.$24.4M
Employees8
Clients0
DateJun 2020
Total AUM$168.9M
Discretionary$144.5M
Non-Disc.$24.4M
Employees8
Clients0
DateMay 2020
Total AUM$168.9M
Discretionary$144.5M
Non-Disc.$24.4M
Employees8
Clients0
DateMar 2020
Total AUM$168.9M
Discretionary$144.5M
Non-Disc.$24.4M
Employees8
Clients0
DateJan 2020
Total AUM$132.6M
Discretionary$103.7M
Non-Disc.$28.9M
Employees8
Clients0
DateNov 2019
Total AUM$132.6M
Discretionary$103.7M
Non-Disc.$28.9M
Employees8
Clients0
DateMar 2019
Total AUM$132.6M
Discretionary$103.7M
Non-Disc.$28.9M
Employees8
Clients0
DateAug 2018
Total AUM$141.4M
Discretionary$88.6M
Non-Disc.$52.8M
Employees8
Clients0
DateMar 2018
Total AUM$141.4M
Discretionary$88.6M
Non-Disc.$52.8M
Employees8
Clients0
DateSep 2017
Total AUM$116.9M
Discretionary$74.2M
Non-Disc.$42.7M
Employees9
Clients200
DateJul 2017
Total AUM$116.9M
Discretionary$74.2M
Non-Disc.$42.7M
Employees9
Clients200
DateFeb 2017
Total AUM$116.9M
Discretionary$74.2M
Non-Disc.$42.7M
Employees9
Clients200
DateFeb 2017
Total AUM$99.7M
Discretionary$57.2M
Non-Disc.$42.5M
Employees8
Clients200
DateJan 2017
Total AUM$99.7M
Discretionary$57.2M
Non-Disc.$42.5M
Employees8
Clients200
DateMar 2016
Total AUM$99.7M
Discretionary$57.2M
Non-Disc.$42.5M
Employees8
Clients200
DateMay 2015
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees8
Clients100
DateApr 2013
Total AUM$45.5M
Discretionary$45.5M
Non-Disc.$0
Employees8
Clients100
DateMar 2013
Total AUM$45.5M
Discretionary$45.5M
Non-Disc.$0
Employees8
Clients100
DateJan 2013
Total AUM$45.5M
Discretionary$45.5M
Non-Disc.$0
Employees8
Clients100
DateDec 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0