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Silveroak Wealth Management Employee Directory

Financial ServicesMinnesota, United States11-50 Employees

SilverOak Wealth Management LLC operates within the financial services sector, offering wealth management services to clients based in Minneapolis, Minnesota. The firm is positioned to support individuals and families seeking guidance in managing their financial affairs, with the aim of providing structured planning and advisory assistance tailored to their needs. Located in downtown Minneapolis, the company serves a local market and contributes to the region’s financial services landscape through its specialized asset and investment management activities. The organization is founded and sized as a smaller firm within the industry, reflecting a focused team approach to client service. A recent development noted is the firm’s ongoing presence at its Minneapolis location, indicating continued operation and local service delivery.

Find Silveroak Wealth Management employees' phone numbers or email addresses

Silveroak Wealth Management Global Highlights

Location
Employees

North America
37

Minus sign iconPlus sign icon
  • United States Of America
    37

Silveroak Wealth Management's Leadership

  • Administration Team Lead at Silveroak Wealth Management
    N. S.
    Administration Team Lead
    Mobile Phone
  • Program Manager at Silveroak Wealth Management
    M. T.
    Program Manager
    Mobile Phone
  • Senior Administrative Assistant at Silveroak Wealth Management
    G. R.
    Senior Administrative Assistant
    Mobile Phone
  • Associate Paraplanner at Silveroak Wealth Management
    R. N.
    Associate Paraplanner
    Mobile Phone
  • Operations Specialist at Silveroak Wealth Management
    T. D.
    Operations Specialist
    Mobile Phone
  • Support Advisor at Silveroak Wealth Management
    A. D. C. C. P.
    Support Advisor
    Mobile Phone
  • Administrative Assistant at Silveroak Wealth Management
    D. H.
    Administrative Assistant
    Mobile Phone
  • Unknown at Silveroak Wealth Management
    K. K.
    Unknown
    Mobile Phone

Silveroak Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Sales
  • Business
  • Finance
  • Other

Contact profiles from Silveroak Wealth Management

Name
Title
Contact
Location
Last Update
  • Administration Team Lead at Silveroak Wealth Management
    N. S.
    Administration Team Lead
    Mobile Phone
    Jul 01, 2026
  • Program Manager at Silveroak Wealth Management
    M. T.
    Program Manager
    Mobile Phone
    Jun 03, 2026
  • Senior Administrative Assistant at Silveroak Wealth Management
    G. R.
    Senior Administrative Assistant
    Mobile Phone
    Jun 03, 2026
  • Associate Paraplanner at Silveroak Wealth Management
    R. N.
    Associate Paraplanner
    Mobile Phone
    Jun 03, 2026
  • Operations Specialist at Silveroak Wealth Management
    T. D.
    Operations Specialist
    Mobile Phone
    Apr 16, 2026
  • Support Advisor at Silveroak Wealth Management
    A. D. C. C. P.
    Support Advisor
    Mobile Phone
    Aug 05, 2024
  • Administrative Assistant at Silveroak Wealth Management
    D. H.
    Administrative Assistant
    Mobile Phone
    Jun 23, 2026
  • Unknown at Silveroak Wealth Management
    K. K.
    Unknown
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is Silveroak Wealth Management known for?

Minus sign iconPlus sign iconSilveroak Wealth Management operates in the Financial Services industry. You can contact Silveroak Wealth Management's main corporate office by phone at
+1-952-896-****
. Explore Silveroak Wealth Management's company overview page for more information.

What is Silveroak Wealth Management's most common email format?

Minus sign iconPlus sign iconSilveroak Wealth Management employees' email format typically follows the pattern of FLast@silveroakwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Silveroak Wealth Management email formats with LeadIQ.

How many employees does Silveroak Wealth Management have currently?

Minus sign iconPlus sign iconSilveroak Wealth Management has approximately 27 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Silveroak Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Silveroak Wealth Management's key employees include:

  • Administration Team Lead: N. S.
  • Program Manager: M. T.
  • Senior Administrative Assistant: G. R.
  • Associate Paraplanner: R. N.
  • Operations Specialist: T. D.

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