# Silver Oak Wealth Advisors Services

Silver Oak Wealth Advisors Services is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 291645
- **SEC file number:** 801-112279
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/291645

## About

SILVER OAK WEALTH ADVISORS SERVICES, LLC is an SEC-registered investment adviser in LOS ANGELES, CA, registered since 2018. The firm manages $300 million in assets, with $287 million on a discretionary basis. It employs 7 staff and 3 investment advisers.

## Questions

### How is Silver Oak Wealth Advisors compensated?

Silver Oak operates on a fee-only advisory model, charging clients based on a percentage of assets under management or through fixed retainer fees. This structure aligns the firm's incentives with client outcomes and avoids commission-based conflicts. As a registered investment advisor, the firm is held to a fiduciary standard requiring it to act in clients' best interests. Specific fee schedules are negotiated directly with each family based on complexity and asset levels.

## Related profiles

- [Silverman, Andrew](https://altss.com/profile/silverman-andrew)

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Last updated: 2026-07-06T01:24:25.544Z

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