# Silver Oak Wealth Advisors Services, LLC

> Silver Oak Wealth Advisors Services, LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 291645
- Filed as: SILVER OAK WEALTH ADVISORS SERVICES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/291645
- AdvisorCensus page: https://advisorcensus.com/firm/silver-oak-wealth-advisors-services-llc-los-angeles-ca-291645

## Quick answers

**How is Silver Oak Wealth Advisors Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Silver Oak Wealth Advisors Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Silver Oak Wealth Advisors Services, LLC charge?**
Its Form ADV Part 2A brochure dated March 2, 2026 states: Flat fee: $2,500 to $10,000 a month (financial planning and financial transition consulting…); Hourly rate: $250 to $450 an hour (financial planning and financial transition consulting…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Silver Oak Wealth Advisors Services, LLC located?**
Silver Oak Wealth Advisors Services, LLC's principal office is in Los Angeles, CA, according to its Form ADV.

**Is Silver Oak Wealth Advisors Services, LLC registered with the SEC or a state?**
Silver Oak Wealth Advisors Services, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 291645.

**How much does Silver Oak Wealth Advisors Services, LLC manage?**
Silver Oak Wealth Advisors Services, LLC reports $299,962,641 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (96% discretionary).

**How have Silver Oak Wealth Advisors Services, LLC's assets and staff changed since 2021?**
In the Form ADV data for Silver Oak Wealth Advisors Services, LLC: Regulatory assets under management: $177,152,239 in the October 2021 data and $299,962,641 in the October 2026 data, up 69%. Total employees: 4 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Silver Oak Wealth Advisors Services, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (80); individuals (other than high net worth individuals) (62).

**Which custodians does Silver Oak Wealth Advisors Services, LLC use?**
Silver Oak Wealth Advisors Services, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Silver Oak Wealth Advisors Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/291645

**What changed in Silver Oak Wealth Advisors Services, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $261,905,133 to $299,962,641 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 2, 2026)

- Flat fee: $2,500 to $10,000 a month (financial planning and financial transition consulting…)

> Silver Oak’s fee for financial planning and financial transition consulting services generally range from $2,500 to $10,000 on a fixed monthly fee basis

- Hourly rate: $250 to $450 an hour (financial planning and financial transition consulting…)

> Silver Oak’s fee for financial planning and financial transition consulting services generally range from $2,500 to $10,000 on a fixed monthly fee basis and from $250 to $450 on an hourly rate basis

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $299,962,641
- Discretionary: $287,416,653
- Non-discretionary: $12,545,988

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 62 | $27,076,687 |
| High net worth individuals | 80 | $271,860,003 |
| Charitable organizations | Fewer than 5 | $1,025,951 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- silveroakwa.com
- Facebook @silveroakwa
- LinkedIn @silveroakwealthadvisors
- YouTube @SilverOakWA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $177,152,239 | 4 | March 16, 2021 |
| October 2022 | $210,901,037 | 5 | April 13, 2022 |
| October 2023 | $186,764,207 | 5 | September 20, 2023 |
| October 2024 | $218,219,783 | 5 | August 26, 2024 |
| October 2025 | $261,905,133 | 7 | March 24, 2025 |
| October 2026 | $299,962,641 | 7 | March 2, 2026 |

Regulatory assets under management: $177,152,239 in the October 2021 data and $299,962,641 in the October 2026 data, up 69%.
Total employees: 4 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $261,905,133 to $299,962,641 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Silver Oak Wealth Advisors Services, LLC (CRD 291645): Form ADV filing data as of October 2026.