Company Overview
- Headquarters
- 10940 Wilshire Blvd. Suite 975, Los Angeles CA
- Website
- silveroakwa.com
- Phone
- (310) 207-4800
- Employees
- 9
- Founded in
- 2004
- Industry
- Investment Bank/Securities Brokerage
- NAICS Code
-
NAICS Code 523 CompaniesNAICS Code 52393 CompaniesNAICS Code 5239 CompaniesNAICS Code 52 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$1B
Who is Silver Oak Wealth Advisors
Silver Oak Wealth Advisors is a wealth management firm based in Los Angeles, California. The company employs 9 people and generates an annual revenue of $1 million. Silver Oak Wealth Advisors specializes in providing financial planning services to individuals in transition and executives located in the Greater Los Angeles area and beyond. They emphasize a comprehensive approach to financial planning, recognizing that managing an investment portfolio is just one aspect of achieving financial well-being. The firm distinguishes itself by prioritizing in-depth financial planning that aligns with clients' life goals. They believe this personalized approach sets them apart from other firms in the industry. For more information about Silver Oak Wealth Advisors, visit their website at silveroakwa.com.
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Silver Oak Wealth Advisors Tech Stack
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