Silverlake Wealth Management Llc
- Regulatory AUM
- $849M
- Discretionary
- $784M
- Clients
- 1,072
- Avg AUM / client
- $792K
- Accounts
- 2,641
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 774 | $217M | 25.6% |
| High net worth individuals | 254 | $597M | 70.3% |
| Pension and profit sharing plans | 6 | $15.8M | 1.87% |
| Charitable organizations | 13 | $6.1M | 0.72% |
| Corporations and other businesses | 25 | $12.9M | 1.52% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Donald Steele | Member, Managing Partner And Chief Compliance Officer | Nov 2012 (14y) | 10% – 25% | |
| Richard Joseph Briand | Member, Managing Partner | Nov 2012 (14y) | 10% – 25% | |
| Robert William Eddy | Member, Managing Partner | Nov 2012 (14y) | 10% – 25% | |
| Theodore Martin Riehle | Member, Managing Partner | Nov 2012 (14y) | 10% – 25% | |
| Thomas Joseph Golonka | Member, Managing Partner | CFP | Nov 2012 (14y) | 10% – 25% |
| Gregory John Steele | Registered representative | May 2024 (2y) | ||
| Derek Guy Eddy | Registered representative | Jan 2025 (2y) | ||
| Ryan J Bergmann | Registered representative | CFP | Jan 2025 (2y) | |
| Hans Frederick Smith | Registered representative | Jun 2025 (1y) |
Undisclosed: 0% – 50% 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) | 07/01/2026 | 980 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
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $582M (69% of AUM) Jul 2026
- Charles Schwab & Co. $252M (30% of AUM) Jul 2026
- LPL Financial $114M (67% of AUM) Oct 2020
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: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗