# SilverLake Wealth Management

SilverLake Wealth Management is a Bank / Wealth / Trust based in Williston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Williston, United States
- **Region:** North America
- **Address:** 33 Blair Park Road, Suite 100, Williston, VT 05495, United States
- **Founded:** 2002
- **Assets under management:** Undisclosed
- **Website:** silverlakewealth.com
- **LinkedIn:** linkedin.com/company/silverlakewealthmanagement

## Regulatory record

- **CRD number:** 165525
- **SEC file number:** 801-97340
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-15T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/165525

## About

SilverLake Wealth Management was founded in 2002 and is based in Williston, Vermont. The firm does not disclose named principals, though its website emphasizes a team-based model drawing on more than two centuries of collective financial-services experience. It lists no parent entity or external capital backer, operating as an independently owned advisory practice. The firm's investment strategy is built around holistic wealth management rather than a single asset-class mandate. Its stated service areas span retirement planning, tax-aware portfolio construction, estate and legacy structuring, high-net-worth portfolio management, and advisory for small businesses. While no specific underlying funds, direct-deal activity, or asset-allocation breakdowns are published, the service mix implies a predominantly public-markets and planning-oriented approach. Geographic focus is domestic, with client engagement concentrated in Vermont and the surrounding New England region. No named portfolio companies, co-investors, or fund commitments are publicly disclosed. Team size and total assets under management are not publicly reported. A single office in Williston serves as the firm's sole location, with client meetings available by appointment on weekends. The firm does not list associated philanthropic vehicles, real-asset arms, club memberships, or adjacent operating businesses. Structurally, SilverLake's differentiator lies in its independent, generalist posture within a compact geographic market. Rather than specializing by sector or asset class, the firm bundles investment management with tax, estate, and small-business consulting — a model that resembles a modern multi-family office but is delivered through a single-location RIA. This architecture allows the firm to compete for Vermont-based wealth that might otherwise flow to national wirehouses or remote digital platforms, though it limits scalability absent a disclosed team-expansion or acquisition strategy.

## Questions

### Who runs investment decisions at SilverLake Wealth Management?

The firm does not publicly identify a CEO, CIO, or named lead portfolio manager. Its website describes a team-based approach underpinned by "over 200 years' collective experience," but no individual decision-makers or investment committee members are disclosed. This opacity is typical for smaller, privately held advisory practices that market the team rather than a star manager.

### Does SilverLake participate in direct deals, fund commitments, or venture investing?

No direct-deal, venture, or private-fund activity is publicly disclosed. The firm's listed services — retirement planning, tax strategy, estate planning, and high-net-worth portfolio management — imply a focus on public-markets investing and financial planning rather than illiquid alternatives or proprietary co-investments.

### What client segments does SilverLake target?

The firm explicitly lists high-net-worth individuals and small businesses among its core client segments, alongside retirement and estate-planning clients. Its geographic concentration is Vermont and the surrounding New England region, with a single office in Williston and weekend appointments available by request — a model that prioritizes local, relationship-based service.

## Related profiles

- [Silver Lake](https://altss.com/profile/silver-lake-technology-management)
- [SilverLeaf Investment Group](https://altss.com/profile/silverleaf-investment-group)

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Last updated: 2026-08-11T02:43:31.692Z

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