# Silverlake Wealth Management LLC

> 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.

- CRD: 165525
- Filed as: SILVERLAKE WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Williston, VT
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/165525
- AdvisorCensus page: https://advisorcensus.com/firm/silverlake-wealth-management-llc-williston-vt-165525

## Quick answers

**How is Silverlake Wealth Management LLC compensated?**
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).

**What does Silverlake Wealth Management LLC's brochure say about its fees?**
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.

**Where is Silverlake Wealth Management LLC located?**
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).

**Is Silverlake Wealth Management LLC registered with the SEC or a state?**
Silverlake Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 165525.

**How much does Silverlake Wealth Management LLC manage?**
Silverlake Wealth Management LLC reports $849,074,948 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (92% discretionary).

**How have Silverlake Wealth Management LLC's assets and staff changed since 2021?**
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.

**What types of clients does Silverlake Wealth Management LLC serve?**
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).

**Which custodians does Silverlake Wealth Management LLC use?**
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.

**Does Silverlake Wealth Management 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/165525

**Does Silverlake Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 1, 2026 says: "SilverLake generally does not impose a minimum size for establishing a relationship."

**What changed in Silverlake Wealth Management LLC's recent Form ADV filings?**
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).

## 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 July 1, 2026)

- Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)

> Investment advisory fees range from 0.50% to 1.50%, depending on the size and complexity of the Client relationship.

- Account minimum: None

> SilverLake generally does not impose a minimum size for establishing a relationship.

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.
- Fidelity Brokerage Services LLC

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: $849,074,948
- Discretionary: $783,855,885
- Non-discretionary: $65,219,063

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 774 | $216,988,687 |
| High net worth individuals | 254 | $597,242,258 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $15,836,475 |
| Charitable organizations | 13 | $6,115,025 |
| Corporations or other businesses not listed above | 25 | $12,892,503 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 13 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, FL, MA, MD, ME, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, VA, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Montpelier, VT
- Rutland, VT

### Websites listed on Form ADV (Item 1.I)
- silverlakewealth.com
- Facebook @SilverLakewealth
- LinkedIn @silverlakewealthmanagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $365,775,819 | 9 | March 18, 2021 |
| October 2022 | $447,978,277 | 9 | March 2, 2022 |
| October 2023 | $420,741,609 | 11 | May 25, 2023 |
| October 2024 | $485,680,764 | 10 | June 7, 2024 |
| October 2025 | $572,662,800 | 12 | June 30, 2025 |
| October 2026 | $849,074,948 | 13 | July 1, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

### February 2026
- Registered or notice-filed in OH, PA, RI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Silverlake Wealth Management LLC (CRD 165525): Form ADV filing data as of October 2026.