CRD: 165525
Silverlake Wealth Management LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-10-2012
- Office Locations
- 3
Office Locations
About Silverlake Wealth Management LLC
SilverLake Wealth Management is a Vermont-based RIA providing financial planning and portfolio management for high-net-worth individuals and small business owners, with retirement, tax, and estate strategy support. The team cites 200+ years of collective experience and invests through diversified portfolios that can include ETFs, mutual funds, and fixed income. Custody includes Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT WILLIAM EDDY
Founder
- CRD
- #75378
- Ownership
- 10% but less than 25%
THOMAS JOSEPH GOLONKA
Managing Partner
- CRD
- #2209094
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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Ryan J Bergmann
Investment Advisor
- CRD
- #7127547
RICHARD JOSEPH BRIAND JR
Partner Emeritus
- CRD
- #1045809
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $783,855,885 | $308,726 |
| Non-Discretionary | $65,219,063 | $639,403 |
| Total | $849,074,948 | $321,498 |
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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 |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | 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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