firm profile
Silverlake Wealth Management LLC
Overview
Silverlake Wealth Management LLC is an SEC registered investment adviser based in Williston, VT, registered since 2015. It reports $849M in assets under management across 2,641 accounts, with 13 employees. It has 9 investment adviser representatives.
- Reported AUM
- $849M
- Discretionary
- 92%
- Accounts
- 2,641
- Average account
- $321K
- Employees
- 13
- Advisory reps
- 9
- Registered since
- 2015
- Jurisdictions
- 19
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 5
- Gregory John Steele Member, Managing Partner CRD 2571053
- Jeffrey Donald Steele Member, Managing Partner, Chief Compliance Officer CRD 2111373
- Theodore Martin Riehle III Member, Managing Partner CRD 1053690
2 more executive officers, with direct contact details
Advisory reps 3 of 9
- Ryan J Bergmann Investment Adviser Rep CRD 7127547
- Richard Joseph Briand Jr. Investment Adviser Rep CRD 1045809
- Derek Guy Eddy Registered Rep · Investment Adviser Rep CRD 5648908
6 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 33 Blair Park Rd Ste 100
Williston, VT 05495 - County
- Chittenden
- Metro area
- Burlington-South Burlington, VT
- Region
- Northeast
Registrations
- SEC registered
- Registered in 19 jurisdictions
- Website: silverlakewealth.com
Every state, with registration dates
Similar firms near Williston
- Copper Leaf Financial, LLCWilliston, VT$22M AUM
- Champlain Investment Partners, LLCBurlington, VT$10.2B AUM
- Pathway Financial Advisors, LLCSouth Burlington, VT$1.6B AUM
- One Day In July LLCBurlington, VT$1.4B AUM
- Hanson & Doremus Investment ManagementBurlington, VT$1.1B AUM
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