CRD: 165525
Silverlake Wealth Management LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between June 30, 2025 and July 1, 2026, reported AUM increased 48.3%, from $572.7M to $849.1M.
Across 5 reported observations, AUM increased 89.5% between March 2, 2022 and July 1, 2026, from $448.0M to $849.1M.
Of the latest reported AUM, 92.3% is discretionary and 7.7% is non-discretionary.
The firm reports 11 advisory representatives and 1,072 clients, or 97.5 clients per representative. That equates to $792.0K in reported AUM per client.
The profile lists 3 reported office locations and 13 years in operation. The source data was last updated on July 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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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
SMA allocation detail is available
Silverlake Wealth Management LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Silverlake Wealth Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.