SilverLake Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, insurance, and philanthropic planning. Financial planning was provided to 11–25 clients last fiscal year.
SilverLake Wealth Management reports 1,072 clients. They include 774 individual clients, 254 high-net-worth individuals, and 25 corporations and other businesses. Of its assets, 92.3% ($784M across 2,539 accounts) are managed with discretion; $65.2M across 102 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 72% | 26% |
| High-net-worth individuals | 24% | 70% |
| Pension and profit-sharing plans | <1% | 2% |
| Charitable organizations | 1% | <1% |
| Corporations and other businesses | 2% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 774 | $217M | 25.6% | $280K |
| High-net-worth individuals | 254 | $597M | 70.3% | $2.35M |
| Pension and profit-sharing plans | 6 | $15.8M | 1.9% | $2.64M |
| Charitable organizations | 13 | $6.12M | 0.7% | $470K |
| Corporations and other businesses | 25 | $12.9M | 1.5% | $516K |
| Total | 1,072 | $849M | 100% | $792K |
- Clients
- 774
- Regulatory AUM
- $217M
- AUM share
- 25.6%
- Avg. per client
- $280K
- Clients
- 254
- Regulatory AUM
- $597M
- AUM share
- 70.3%
- Avg. per client
- $2.35M
- Clients
- 6
- Regulatory AUM
- $15.8M
- AUM share
- 1.9%
- Avg. per client
- $2.64M
- Clients
- 13
- Regulatory AUM
- $6.12M
- AUM share
- 0.7%
- Avg. per client
- $470K
- Clients
- 25
- Regulatory AUM
- $12.9M
- AUM share
- 1.5%
- Avg. per client
- $516K
Total
- Clients
- 1,072
- Regulatory AUM
- $849M
- AUM share
- 100%
- Avg. per client
- $792K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
SilverLake Wealth Management charges 0.50%–1.50% for its Investment Management Services. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning is billed hourly at up to $300 per hour, or on a fixed fee that may be negotiable.
It has 13 employees, 11 of them in advisory roles.
Leadership
- Theodore RiehleMember, Managing Partner
Jeffrey SteeleMember, Managing Partner
Thomas GolonkaMember, Managing Partner- Robert EddyMember
Gregory SteeleMember, Managing Partner
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
Staff
- 13 employees
- 11 in advisory functions
- 11 state-registered reps
- 6 broker-dealer reps
- 7 insurance agents
- 3 soliciting firms
- Owns 10% to 25% of Silverlake Wealth Management LLC
Theodore Riehle
Control person · since November 2012
- Owns 10% to 25% of Silverlake Wealth Management LLC
Jeffrey Steele
Control person · since November 2012
- Owns 10% to 25% of Silverlake Wealth Management LLC
Thomas Golonka
Control person · since November 2012
- Owns 10% to 25% of Silverlake Wealth Management LLC
Robert Eddy
since November 2012
- Owns 10% to 25% of Silverlake Wealth Management LLC
Gregory Steele
Control person · since December 2024
SilverLake Wealth Management’s regulatory assets grew 2.3× from $366M (March 2021) to $849M (July 2026); clients rose from 481 to 1,072 and employees from 9 to 13.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $849M | 1,072 | 13 | 5 |
| June 2025 | $573M | 722 | 12 | 3 |
| June 2024 | $486M | 603 | 10 | 3 |
| May 2023 | $421M | 1,013 | 11 | 2 |
| March 2022 | $448M | 557 | 9 | 2 |
| March 2021 | $366M | 481 | 9 | 2 |
Besides its headquarters, SilverLake Wealth Management has 4 offices (2 private residences, listed without an address), with 3 listed addresses in Vermont.
Vermont · 3 listed addresses
- 33 Blair Park Road, Suite 100, WillistonHQ
- 271 North Main St, Rutland
- 100 State Street, Montpelier
Contact and registration details
- Legal name
- Silverlake Wealth Management LLC
- Headquarters
- 33 Blair Park Road, Suite 100, Williston, VT 05495
- Website
- silverlakewealth.com
- Phone
- 802-857-5083
- @silverlakewealthmanagement
- SEC file
- 801-97340
- Founded
- 2002
- Structure
- Vermont LLC
- Fiscal year end
- December
SilverLake Wealth Management uses Fidelity ($582M, 70%) and Charles Schwab ($252M, 30%) as custodians for its separately managed accounts. SilverLake Wealth Management has custody of $3.33M in client assets for 1 client.
- FidelityFidelity Brokerage Services LLC · Boston, MA · $582M70%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $252M30%
At year end, SilverLake Wealth Management’s separately managed accounts were mostly in funds (55%) and stocks (27%). Its reported 13F holdings for the quarter ended 30 June 2026 total $528M across 394 positions; the largest are Microsoft Corp. (3.4%), Apple Inc. (3.3%) and Vanguard Index Fds (3.1%).
What the accounts hold
- Stocks27%
- Funds55%
- Bonds4%
- State and local bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash14%
Reported 13F holdings
- $528M
- Reported 13F value
- 394
- Positions
- 20.8%
- In the 10 largest
- +10.2%
- Value vs. prior quarter
- Microsoft Corp.3.4%
- Apple Inc.3.3%
- Vanguard Index Fds · S&P 500 ETF Shs3.1%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt2.0%
- iShares TR · 0-3 Mth Treasury1.9%
- Vanguard Whitehall Fds · High Div Yld1.9%
- J P Morgan Exchange Traded F · Ultra Shrt ETF1.5%
- International Business Machs1.3%
- Johnson & Johnson1.2%
- Schwab Strategic TR · US Lcap GR ETF1.2%
Together, the ten largest are 20.8% of reported value.
How many clients does SilverLake Wealth Management have?
SilverLake Wealth Management has 1,072 clients and manages $849 million for them, as of July 2026. They include 774 individual clients, 254 high-net-worth individuals, and 25 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 July 2026
What services does SilverLake Wealth Management offer?
SilverLake Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, insurance, and philanthropic planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does SilverLake Wealth Management charge?
SilverLake Wealth Management charges 0.50%–1.50% for its Investment Management Services. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.
Source: SILVER LAKE DISCLOSURE BROCHURE, BROCHURE SUPPLEMENTS, AND PRIVACY POLICY, filed 1 July 2026
Which custodians does SilverLake Wealth Management use?
SilverLake Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $582M and Charles Schwab & Co., Inc. (San Francisco, CA), with $252M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 July 2026
How many financial advisors does SilverLake Wealth Management have?
SilverLake Wealth Management has 11 investment adviser representatives registered with state securities authorities, out of 13 employees, and 11 perform investment advisory functions. 6 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does SilverLake Wealth Management invest in?
At the end of its last fiscal year, SilverLake Wealth Management’s separately managed accounts held 55% registered funds (mutual funds, ETFs, BDCs), 27% exchange-traded equities, 14% cash and equivalents, 2% state and local bonds, 1% U.S. government and agency bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns SilverLake Wealth Management?
SilverLake Wealth Management’s direct owners are Theodore Riehle, Jeffrey Steele, Thomas Golonka, Robert Eddy and Gregory Steele, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 1 July 2026
How does SilverLake Wealth Management get paid?
SilverLake Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact SilverLake Wealth Management?
SilverLake Wealth Management’s main office is at 33 Blair Park Road, Suite 100, Williston, VT 05495. Its phone number is 802-857-5083. Its website is silverlakewealth.com.