SilverOak Wealth Management
SilverOak Wealth Management is a multi-family office headquartered in Edina, United States.
SilverOak Wealth Management
SilverOak Wealth Management is a multi-family office headquartered in Edina, United States. Founded in 1999, the firm grew out of the fee-only advisory practices of its founding partners and now oversees portfolios and planning for multiple high-net-worth families. Its team combines certified financial planners and CPAs to provide discretionary investment management, estate structuring, and consolidated reporting across generations—delivers fee-only wealth planning and tax-efficient investment management.
General information
Firm type
Multi Family Office
Year founded
1999
AUM
—
Location
Region
North America
Country
—
City
Edina
Corporate office
3600 Minnesota Drive, Suite 860, Edina, MN 55435
Frequently asked questions
What is SilverOak Wealth Management?
SilverOak Wealth Management is a multi family office headquartered in Edina.
When was SilverOak Wealth Management founded?
SilverOak Wealth Management was founded in 1999.
Where is SilverOak Wealth Management headquartered?
SilverOak Wealth Management is headquartered in Edina, in the North America region.
What does Altss track for SilverOak Wealth Management?
Altss maintains an OSINT-verified profile of SilverOak Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is SilverOak Wealth Management's website?
SilverOak Wealth Management's public website is www.silveroakwealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is SilverOak Wealth Management?
SilverOak Wealth Management is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on SilverOak Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for SilverOak Wealth Management?
SilverOak Wealth Management's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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