Silveroak Wealth Management LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 110532
- SEC number
- 801-60208
- Firm type
- RIA
- Assets under management
- $2.0B as of Mar 31, 2026
- Website
- www.silveroakwealth.com ↗
- Phone
- 952-896-5700
- Address
- 3600 Minnesota Drive, Edina, MN, 55435
Advisors at this firm
7 in our index · page 1 of 1
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Alexander William DunneCRD 6927779 · Edina, MNIA Registered
-
Daniel Linton HedegardCRD 8112596 · Edina, MNIA Registered
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Shannon Alan KingCRD 2599999 · Edina, MNIA Registered
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Christopher Michael LinkCRD 4739226 · Edina, MNIA Registered
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Kathleen Jean NelsonCRD 4387727 · Edina, MNIA Registered
-
Jonathan Leigh ScharlauCRD 2168803 · Edina, MNIA Registered
-
Nicholas James ThunkerCRD 6287940 · Edina, MNIA Registered
1–7 of 7
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 110532 ↗
FINRA BrokerCheck record for firm CRD 110532 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.