SilverOak Wealth Management
Finance · Minnesota, United States · 11-50 Employees
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Overview
Headquarters
7650 Edinborough Way Ste 250, Edina, Min...Phone Number
(952) 896-5700Website
www.silveroakwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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Apr
May
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ZI Rank
1
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2
1
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1
About SilverOak Wealth Management
SilverOak Wealth Management LLC is an independent wealth management firm based in Edina, Minnesota, offering comprehensive financial planning and investment advisory services. The firm specializes in areas such as executive counseling, tax planning, estate planning, and risk management, aiming to help clients achieve their personal and business financial goals. With a fee-only structure and a fiduciary commitment, SilverOak prioritizes the interests of its clients, fostering long-term relationships and providing unbiased advice. Their target clients include individuals and businesses seeking tailored financial solutions to secure their financial future.Explore more
SilverOak Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
SilverOak Wealth Manageme...
<$5M
11-50
Private
-
2007
SK
Shannon KingPresident & Chief Compliance Officer, Member
Company Profile Activity
Activity Insights
SilverOak Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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SilverOak Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about SilverOak Wealth Management.
SilverOak Wealth Management Tech Stack
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SilverOak Wealth Management LLC is an independent wealth management firm based in Edina, Minnesota, offering comprehensive financial planning and investment advisory services. The firm specializes in areas such as executive counseling, tax planning, estate planning, and risk management, aiming to help clients achieve their personal and business fin... Read More
