What departments does Silveroak Wealth Management have?

Silveroak Wealth Management has employees across 3 departments including Administrative, Program & Project Management, Support.

What is the largest department at Silveroak Wealth Management?

The largest department at Silveroak Wealth Management is Administrative with 2 employees.

Where are Silveroak Wealth Management employees located globally?

Silveroak Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Silveroak Wealth Management's team size changed over time?

Silveroak Wealth Management's team has remained stable from approximately 25 to 25 employees based on available data.

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.

Silveroak Wealth Management Global Highlights

North America
37

United States Of America
37

Silveroak Wealth Management's Leadership

J. W.
Director Of Tax Services
Mobile Phone
Email
N. S.
Administration Team Lead
Mobile Phone
Email
M. T.
Program Manager
Mobile Phone
Email
G. R.
Senior Administrative Assistant
Mobile Phone
Email
R. N.
Associate Paraplanner
Mobile Phone
Email
T. D.
Operations Specialist
Mobile Phone
Email
A. D. C. C. P.
Support Advisor
Mobile Phone
Email
D. H.
Administrative Assistant
Mobile Phone
Email

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

J. W.
Director Of Tax Services
Mobile Phone
Email
Feb 26, 2024
N. S.
Administration Team Lead
Mobile Phone
Email
Jul 01, 2026
M. T.
Program Manager
Mobile Phone
Email
Jun 03, 2026
G. R.
Senior Administrative Assistant
Mobile Phone
Email
Jun 03, 2026
R. N.
Associate Paraplanner
Mobile Phone
Email
Jun 03, 2026
T. D.
Operations Specialist
Mobile Phone
Email
Apr 16, 2026
A. D. C. C. P.
Support Advisor
Mobile Phone
Email
Aug 05, 2024
D. H.
Administrative Assistant
Mobile Phone
Email
Jun 23, 2026
K. K.
Unknown
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Silveroak Wealth Management known for?

Silveroak Wealth Management operates in the Financial Services industry; you can contact the 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?

Silveroak Wealth Management employees' email format typically follows the pattern of . 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?

Silveroak Wealth Management has approximately 26 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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

Director Of Tax Services: J. W.
Administration Team Lead: N. S.
Program Manager: M. T.
Senior Administrative Assistant: G. R.
Associate Paraplanner: R. N.

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Silveroak Wealth Management Employee Directory

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Silveroak Wealth Management Global Highlights

North America
37

Silveroak Wealth Management's Leadership

Silveroak Wealth Management Employee Metrics

Contact profiles from Silveroak Wealth Management

Frequently Asked Questions

What is Silveroak Wealth Management known for?

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

How many employees does Silveroak Wealth Management have currently?

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

Everything for prospecting,
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What you can expect from LeadIQ:

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Silveroak Wealth Management Employee Directory

Find Silveroak Wealth Management employees' phone numbers or email addresses

Name search is limited — try advanced search instead

Silveroak Wealth Management Global Highlights

North America37

Silveroak Wealth Management's Leadership

Silveroak Wealth Management Employee Metrics

Contact profiles from Silveroak Wealth Management

Frequently Asked Questions

What is Silveroak Wealth Management known for?

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

How many employees does Silveroak Wealth Management have currently?

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

Everything for prospecting,in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

North America
37

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