SILVER OAK WEALTH ADVISORS SERVICES, LLC
CRD #291645 SEC #801-112279 LOS ANGELES, CA 310-207-4800
SEC Registered
Total AUM
$261.9M
Discretionary
$249.8M
Employees
7
Clients
10
Accounts
572
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $261.9M | $249.8M | $12.1M | 7 | 1 |
| Nov 2024 | $218.2M | $213.2M | $5M | 5 | 2 |
| Aug 2024 | $218.2M | $213.2M | $5M | 5 | 2 |
| Mar 2024 | $218.2M | $213.2M | $5M | 5 | 2 |
| Sep 2023 | $186.8M | $186.8M | $0 | 5 | 125 |
| Sep 2023 | $186.8M | $186.8M | $0 | 5 | 125 |
| Sep 2023 | $186.8M | $186.8M | $0 | 5 | 125 |
| Aug 2023 | $186.8M | $186.8M | $0 | 5 | 125 |
| Mar 2023 | $186.8M | $186.8M | $0 | 5 | 125 |
| Nov 2022 | $210.9M | $210.9M | $0 | 5 | 0 |
| Apr 2022 | $210.9M | $210.9M | $0 | 5 | 0 |
| Mar 2022 | $210.9M | $210.9M | $0 | 5 | 0 |
| Mar 2021 | $177.2M | $177.2M | $0 | 4 | 0 |
| Jun 2020 | $171.7M | $171.7M | $0 | 5 | 0 |
| Mar 2020 | $171.7M | $171.7M | $0 | 5 | 0 |
| Mar 2019 | $162.9M | $162.9M | $0 | 5 | 0 |
| Aug 2018 | $206.8M | $206.8M | $0 | 7 | 0 |
| Mar 2018 | $206.8M | $206.8M | $0 | 7 | 0 |
| Dec 2017 | $0 | $0 | $0 | 7 | 0 |
DateMar 2025
Total AUM$261.9M
Discretionary$249.8M
Non-Disc.$12.1M
Employees7
Clients1
DateNov 2024
Total AUM$218.2M
Discretionary$213.2M
Non-Disc.$5M
Employees5
Clients2
DateAug 2024
Total AUM$218.2M
Discretionary$213.2M
Non-Disc.$5M
Employees5
Clients2
DateMar 2024
Total AUM$218.2M
Discretionary$213.2M
Non-Disc.$5M
Employees5
Clients2
DateSep 2023
Total AUM$186.8M
Discretionary$186.8M
Non-Disc.$0
Employees5
Clients125
DateSep 2023
Total AUM$186.8M
Discretionary$186.8M
Non-Disc.$0
Employees5
Clients125
DateSep 2023
Total AUM$186.8M
Discretionary$186.8M
Non-Disc.$0
Employees5
Clients125
DateAug 2023
Total AUM$186.8M
Discretionary$186.8M
Non-Disc.$0
Employees5
Clients125
DateMar 2023
Total AUM$186.8M
Discretionary$186.8M
Non-Disc.$0
Employees5
Clients125
DateNov 2022
Total AUM$210.9M
Discretionary$210.9M
Non-Disc.$0
Employees5
Clients0
DateApr 2022
Total AUM$210.9M
Discretionary$210.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$210.9M
Discretionary$210.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$177.2M
Discretionary$177.2M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$171.7M
Discretionary$171.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$171.7M
Discretionary$171.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$162.9M
Discretionary$162.9M
Non-Disc.$0
Employees5
Clients0
DateAug 2018
Total AUM$206.8M
Discretionary$206.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$206.8M
Discretionary$206.8M
Non-Disc.$0
Employees7
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0