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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROBAYO, LAURA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBAYO, LAURA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBAYO, LAURA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBAYO, LAURA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBAYO, LAURA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBAYO, LAURA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBAYO, LAURA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBAYO, LAURA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBAYO, LAURA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAO, SHUFAN, NMI | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CAO, SHUFAN, NMI | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CAO, SHUFAN, NMI | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CAO, SHUFAN, NMI | I | MANAGING MEMBER, CEO, CCO | E | Control |
| CAO, SHUFAN, NMI | I | MANAGING MEMBER, CEO, CCO | E | Control |
| CAO, SHUFAN, NMI | I | MANAGING MEMBER, CEO, CCO | E | Control |
| CAO, SHUFAN, NMI | I | MANAGING MEMBER, CEO, CCO | E | Control |
| CAO, SHUFAN, NMI | I | MANAGING MEMBER, CEO, CCO | E | Control |
| CAO, SHUFAN, NMI | I | MANAGING MEMBER, CEO, CCO | E | Control |
| CAO, SHUFAN, NMI | I | MANAGING MEMBER, CEO, CCO | E | Control |
| CAO, SHUFAN, NMI | I | MANAGING MEMBER & PRESIDENT | E | Control |
| CAO, SHUFAN, NMI | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| CAO, SHUFAN, NMI | I | MANAGING MEMBER & PRESIDENT | E | Control |
| CAO, SHUFAN, NMI | I | MANAGING MEMBER & PRESIDENT | E | Control |
| CAO, SHUFAN, NMI | I | MANAGING MEMBER & PRESIDENT | E | Control |
| CAO, SHUFAN, NMI | I | MANAGING MEMBER & PRESIDENT | E | Control |
| CAO, SHUFAN, NMI | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| CAO, SHUFAN, NMI | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| CAO, SHUFAN, NMI | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (3)
CA CT TX
Address
10940 WILSHIRE BLVDSUITE 975
LOS ANGELES, CA 90024
United States
Phone: 310-207-4800