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Silver Oak Wealth Advisors Services, LLC CRD 291645
$300M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
10940 Wilshire Blvd Suite 975, Los Angeles, CA 90024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-09 |
| CA | RA | APPROVED | 2020-07-22 |
Branch Locations
10940 Wilshire Blvd Suite 975, Los Angeles, CA 90024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silver Oak Wealth Advisors Services, Llc | Los Angeles | CA | 02/2018 | Present |
| Save-On Insurance Service Inc | Los Angeles | CA | 07/2017 | 02/2018 |
| Bubbles N Colors Daycare | Los Angeles | CA | 03/2017 | 02/2018 |
| Save-On Insurance Service Inc | Los Angeles | CA | 11/2016 | 01/2017 |
| Pca International Ltd (Self-Employed) | Los Angeles | CA | 04/2016 | 02/2018 |
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