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The fee is billed in advance and is negotiable.","source":"SILVER LAKE DISCLOSURE BROCHURE, BROCHURE SUPPLEMENTS, AND PRIVACY POLICY, filed 1 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does SilverLake Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does SilverLake Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does SilverLake Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns SilverLake Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does SilverLake Wealth Management get paid?","answer":"SilverLake Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}