Data / Investment advisers / Vermont / Silverlake Wealth Management LLC
Silverlake Wealth Management LLC, Williston, VT: $849 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Silverlake Wealth Management LLC is an SEC registered investment adviser with its main office in Williston, Vermont and reports $849 million in regulatory assets under management in its Form ADV filed July 1, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Silverlake Wealth Management LLC (CRD number 165525): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 165525
- SEC file number
- 801-97340
- SEC status
- Approved, effective June 3, 2015
- Main office
- 33 Blair Park Road Suite 100, Williston, VT 05495
- Phone
- (802) 857-5083
- Regulatory AUM
- $849,074,948 in the Form ADV filed July 1, 2026
- Discretionary AUM
- $783,855,885
- Non discretionary AUM
- $65,219,063
- Accounts
- 2,641
- Employees
- 13, of which 11 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 4
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 254 | $597.2 million |
| Individuals (other than high net worth individuals) | 774 | $217 million |
| Pension and profit sharing plans | 6 | $15.8 million |
| Corporations or other businesses | 25 | $12.9 million |
| Charitable organizations | 13 | $6.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $849.1 million | March 9, 2026 |
| December 1, 2025 | $572.7 million | June 30, 2025 |
Other advisers in Vermont
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Esi Financial Advisors | Montpelier | $2.78 billion | Not listed | adviserinfo.sec.gov |
| Maple Capital Management, Inc. | Montpelier | $2.58 billion | Not listed | adviserinfo.sec.gov |
| Pathway Financial Advisors, LLC | South Burlington | $1.65 billion | Not listed | adviserinfo.sec.gov |
| One Day in July LLC | Burlington | $1.36 billion | Not listed | adviserinfo.sec.gov |
| Hanson & Doremus Investment Management | Burlington | $1.06 billion | Not listed | adviserinfo.sec.gov |
| Rock Point Advisors, LLC | Burlington | $655.7 million | Not listed | adviserinfo.sec.gov |
| Marble Trail Advisors | Middlebury | $582.7 million | Not listed | adviserinfo.sec.gov |
| Clean Yield Asset Management | Norwich | $571.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Vermont
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Silverlake Wealth Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.