Silverlake Wealth Management is an investment advisor in Williston with $420.74 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
371426342
SEC advisor number
801-97340
FINRA CRD number
165525
AUM ?
$420.74 mm
(as of 19 Apr 23)
Accounts
1,505
(as of 19 Apr 23)
Employees
11
(8 investment advisory or research)
Office hours
Monday - Friday, 9:00AM TO 5:00PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Steele, Jeffrey, Donald | Member, Managing Partner and Chief Compliance Officer | 11/2012 | 10-25% |
Briand, Richard, Joseph | Member, Managing Partner | 11/2012 | 10-25% |
Riehle, Theodore, Martin | Member, Managing Partner | 11/2012 | 10-25% |
Golonka, Thomas, Joseph | Member, Managing Partner | 11/2012 | 10-25% |
Eddy, Robert, William | Member, Managing Partner | 11/2012 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
22 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
12 Apr 23
13F-HR
Quarterly holdings report by institutional manager
6 Apr 23
13F-HR
Quarterly holdings report by institutional manager
6 Apr 23
13F-HR
Quarterly holdings report by institutional manager
6 Apr 23
13F-HR
Quarterly holdings report by institutional manager
6 Apr 23
13F-HR
Quarterly holdings report by institutional manager
15 Feb 23