Silverlake Wealth Management LLC

Silverlake Wealth Management LLC (CRD# 165525) is a financial advisory firm headquartered in Williston, VT. They manage $485,680,764 in 606 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    486
    MILLION
  • Total Number of Accounts
    606
    ACCOUNTS
  • Average Account Value
    $801,453
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, MA, NC, NH, NJ, NY, TX, VA, VT

Financial Advisors at Silverlake Wealth Management LLC
Showing 1 - 6 of 6 top financial advisors.
1
Richard J. Briand
CRD#: 1045809
33 Blair Park Road, Suite 100, Williston, VT 05495

Richard Briand (CRD# 1045809) is an Investment Advisor Representative working at Silverlake Wealth Management LLC in Williston, VT and has over 41 years of experience in the finance industry.

2
Derek G. Eddy
CRD#: 5648908
33 Blair Park Road, Suite 100, Williston, VT 05495

Derek Eddy (CRD# 5648908) is an Investment Advisor Representative working at Silverlake Wealth Management LLC in Williston, VT and has over 14 years of experience in the finance industry.

3
Robert W. Eddy
CRD#: 75378
33 Blair Park Road, Suite 100, Williston, VT 05495

Robert Eddy (CRD# 75378) is an Investment Advisor Representative working at Silverlake Wealth Management LLC in Williston, VT and has over 31 years of experience in the finance industry.

4
Thomas J. Golonka
CRD#: 2209094
33 Blair Park Road, Suite 100, Williston, VT 05495

Thomas Golonka (CRD# 2209094) is an Investment Advisor Representative working at Silverlake Wealth Management LLC in Williston, VT and has over 31 years of experience in the finance industry.

5
Theodore M. Riehle
CRD#: 1053690
33 Blair Park Road, Suite 100, Williston, VT 05495

Theodore Riehle (CRD# 1053690) is an Investment Advisor Representative working at Silverlake Wealth Management LLC in Williston, VT and has over 41 years of experience in the finance industry.

6
Jeffrey D. Steele
CRD#: 2111373
33 Blair Park Road, Suite 100, Williston, VT 05495

Jeffrey Steele (CRD# 2111373) is an Investment Advisor Representative working at Silverlake Wealth Management LLC in Williston, VT and has over 33 years of experience in the finance industry.

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