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Silver Oak Wealth Advisors, LLC Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

Silver Oak Wealth Advisors, LLC is a small investment management firm based in Los Angeles, California. It serves individuals in transition and executives in the Greater Los Angeles area and beyond, emphasizing that deep financial planning aligned with life goals is essential alongside investment portfolio management. 

Within the investment management field, the firm emphasizes holistic planning that integrates long-term personal objectives with investment strategy rather than focusing narrowly on portfolios. Public materials note that past performance is not guaranteed and that information should not be the sole basis for making investment decisions, reflecting standard risk disclosures in the industry.

Find Silver Oak Wealth Advisors, LLC employees' phone numbers or email addresses

Silver Oak Wealth Advisors, LLC Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Silver Oak Wealth Advisors, LLC's Leadership

  • Stylized image of a person
    P. S.
    Head Of Property Wealth
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. A.
    Operations Specialist
    Phone icon
    Mobile Phone

Silver Oak Wealth Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Business Development
  • Legal
  • Accounting
  • Other
  • Finance

Contact profiles from Silver Oak Wealth Advisors, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. A.
    Operations Specialist
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    P. S.
    Head Of Property Wealth
    Phone icon
    Mobile Phone
    United Kingdom
    Apr 13, 2026

Frequently Asked Questions

What is Silver Oak Wealth Advisors, LLC known for?

Minus sign iconPlus sign iconSilver Oak Wealth Advisors, LLC was founded in 2004 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-310-207-****
. Explore Silver Oak Wealth Advisors, LLC's company overview page for more information.

What is Silver Oak Wealth Advisors, LLC's most common email format?

Minus sign iconPlus sign iconSilver Oak Wealth Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Silver Oak Wealth Advisors, LLC email formats with LeadIQ.

How many employees does Silver Oak Wealth Advisors, LLC have currently?

Minus sign iconPlus sign iconSilver Oak Wealth Advisors, LLC has approximately 9 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Silver Oak Wealth Advisors, LLC's key employees and leadership?

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As of July 2026, Silver Oak Wealth Advisors, LLC's key employees include:

  • Head Of Property Wealth: P. S.
  • Operations Specialist: T. A.

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