{
  "crd_number": 165525,
  "slug": "silverlake-wealth-management-llc-williston-vt-165525",
  "primary_business_name": "SILVERLAKE WEALTH MANAGEMENT LLC",
  "legal_name": "SILVERLAKE WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "Williston",
  "state": "VT",
  "country": "United States",
  "cbsa_code": "15540",
  "metro": {
    "cbsa_code": "15540",
    "common_name": "Burlington",
    "msa_name": "Burlington-South Burlington, VT",
    "path": "/advisors/vt/burlington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-06-03",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-07-01",
  "carried_forward": false,
  "raum_total": 849074948.0,
  "raum_discretionary": 783855885.0,
  "raum_non_discretionary": 65219063.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 13,
  "advisory_employees": 11,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 6115025.0,
      "count": 13
    },
    "individuals": {
      "raum": 216988687.0,
      "count": 774
    },
    "pension_profit_sharing": {
      "raum": 15836475.0,
      "count": 6
    },
    "high_net_worth_individuals": {
      "raum": 597242258.0,
      "count": 254
    },
    "corporations_other_businesses": {
      "raum": 12892503.0,
      "count": 25
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "CT",
    "FL",
    "MA",
    "MD",
    "ME",
    "NC",
    "NH",
    "NJ",
    "NY",
    "OH",
    "OR",
    "PA",
    "RI",
    "SC",
    "TX",
    "VA",
    "VT"
  ],
  "websites": [
    "https://facebook.com/SilverLakewealth",
    "https://linkedin.com/company/silverlakewealthmanagement",
    "https://silverlakewealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165525",
  "city_as_filed": "WILLISTON",
  "url": "https://advisorcensus.com/firm/silverlake-wealth-management-llc-williston-vt-165525",
  "display_name": "Silverlake Wealth Management LLC",
  "summary": "Silverlake Wealth Management LLC is an SEC-registered investment advisory firm in Williston, VT, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 1, 2026.",
  "citation": "AdvisorCensus. Silverlake Wealth Management LLC (CRD 165525): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Silverlake Wealth Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Silverlake Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does Silverlake Wealth Management LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated July 1, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Silverlake Wealth Management LLC located?",
      "a": "Silverlake Wealth Management LLC's principal office is in Williston, VT, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Silverlake Wealth Management LLC registered with the SEC or a state?",
      "a": "Silverlake Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 165525."
    },
    {
      "q": "How much does Silverlake Wealth Management LLC manage?",
      "a": "Silverlake Wealth Management LLC reports $849,074,948 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (92% discretionary)."
    },
    {
      "q": "How have Silverlake Wealth Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Silverlake Wealth Management LLC: Regulatory assets under management: $365,775,819 in the October 2021 data and $849,074,948 in the October 2026 data, up 132%. Total employees: 9 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Silverlake Wealth Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (774); high net worth individuals (254); corporations or other businesses not listed above (25)."
    },
    {
      "q": "Which custodians does Silverlake Wealth Management LLC use?",
      "a": "Silverlake Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Silverlake Wealth Management LLC report any disciplinary disclosures?",
      "a": "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/165525"
    },
    {
      "q": "Does Silverlake Wealth Management LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 1, 2026 says: \"SilverLake generally does not impose a minimum size for establishing a relationship.\""
    },
    {
      "q": "What changed in Silverlake Wealth Management LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 9 to 11. Regulatory assets under management went from $572,662,800 to $849,074,948 (+48%). Added an office in Rutland, VT. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 365775819.0,
      "total_employees": 9,
      "filing_date": "2021-03-18"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 447978277.0,
      "total_employees": 9,
      "filing_date": "2022-03-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 420741609.0,
      "total_employees": 11,
      "filing_date": "2023-05-25"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 485680764.0,
      "total_employees": 10,
      "filing_date": "2024-06-07"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 572662800.0,
      "total_employees": 12,
      "filing_date": "2025-06-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 849074948.0,
      "total_employees": 13,
      "filing_date": "2026-07-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 9 to 11.",
        "Regulatory assets under management went from $572,662,800 to $849,074,948 (+48%).",
        "Added an office in Rutland, VT.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in OH, PA, RI."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 1, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Investment advisory fees range from 0.50% to 1.50%, depending on the size and complexity of the Client relationship."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "SilverLake generally does not impose a minimum size for establishing a relationship."
        ]
      }
    ],
    "quotes": [
      "Investment advisory fees range from 0.50% to 1.50%, depending on the size and complexity of the Client relationship.",
      "SilverLake generally does not impose a minimum size for establishing a relationship."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/silverlake-wealth-management-llc-williston-vt-165525.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 774,
      "fewer_than_5": false,
      "raum": 216988687.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 254,
      "fewer_than_5": false,
      "raum": 597242258.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 15836475.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 13,
      "fewer_than_5": false,
      "raum": 6115025.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 25,
      "fewer_than_5": false,
      "raum": 12892503.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165525",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}