Silveroak Wealth Management Llc
- Regulatory AUM
- $2.0B
- Discretionary
- $1.9B
- Clients
- 446
- Avg AUM / client
- $4.5M
- Accounts
- 1,992
- Employees
- 23
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 116 | $64.9M | 3.25% |
| High net worth individuals | 328 | $1.9B | 96.5% |
| Corporations and other businesses | 2 | $4.1M | 0.21% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Shannon Alan King | President, Chief Compliance Officer, Secretary, Chair & Member | CFP | Mar 2004 (22y) | 75% or more |
| Kathleen Jean Nelson | Member, Vice President, Treasurer | CFP Personal Financial Specialist | Jun 2017 (9y) | 5% – 10% |
| Jonathan Leigh Scharlau | Registered representative | CFP CFA | Jan 2014 (13y) | |
| Nicholas James Thunker | Registered representative | CFP | Jan 2014 (13y) | |
| Alexander William Dunne | Registered representative | CFP | Mar 2018 (8y) | |
| Christopher Michael Link | Registered representative | CFP Personal Financial Specialist | Sep 2024 (2y) | |
| Daniel Linton Hedegard | Registered representative | CFP | Jun 2025 (1y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 924 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $2.0B (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗