CRD: 291645
Silver OAK Wealth Advisors Services, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-12-2018
- Office Locations
- 2
Office Locations
About Silver OAK Wealth Advisors Services, LLC
Silver Oak Wealth Advisors is a Los Angeles-based RIA focused on financial life planning and wealth management for couples, women, and families navigating major transitions (retirement, divorce/widowhood, and preparing heirs). CFP/CeFT-led advisors pair planning-centric guidance with portfolio construction using ETFs and mutual funds, emphasizing asset allocation and risk management. Custody includes Schwab; tools include MoneyGuide and Tamarac.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SHUFAN NMI CAO
Chief Executive Officer, President
- CRD
- #5004223
- Ownership
- 75% or more
LAURA ROBAYO
Chief Compliance Officer, Wealth Advisor
- CRD
- #7280172
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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ALYSSA LAUREN CREWS
Wealth Advisor
- CRD
- #7810924
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $287,416,653 | $500,726 |
| Non-Discretionary | $12,545,988 | $306,000 |
| Total | $299,962,641 | $487,744 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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