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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SILVER LAKE ADVISORY PARTNERS, LLC

CRD 107625

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0d4e7b5b-bf7d-251b-26c3-370b569814c2

Data as of Jan 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 18, 2012 to Jan 29, 2026
29 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $325MItem 5.F on the latest filing (2026-01-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $325M
Private client RAUM: $324MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $81.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 159
Individual clients: 62
High net worth clients: 90
SEC number: 801-41655
CRD: 107625
Filings on the tape: 29
First filed: Jan 18, 2012
Latest filed: Jan 29, 2026
Organised: Limited Liability Company, FL
Website: silverlakeadvisory.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RONNA SUE COHEN	n/a	LONGBOAT KEY, FL	16	42	n/a	no
Dara Rosen Cohen	n/a	Salt Lake City, UT \| LONGBOAT KEY, FL	8	11	n/a	no
NANCY A ELLIOTT	Certified Financial Planner	LONGBOAT KEY, FL \| MELISSA, TX	7	16	n/a	no
GREGORY V. BANGMA	n/a	LONGBOAT KEY, FL	1	26	5	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COHEN, RONNA, SUE	PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	04/1992	Jan 18, 2012	Jan 30, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 29, 2026	$325M	$325M	4	3	2	n/a	n/a
2024	Jan 8, 2025	$320M	$320M	4	3	2	n/a	n/a
2023	Jan 30, 2024	$253M	$253M	4	3	2	n/a	n/a
2022	Jan 9, 2023	$255M	$255M	4	2	2	n/a	n/a
2021	Feb 18, 2022	$270M	$270M	4	3	2	n/a	n/a
2020	Jan 19, 2021	$223M	$223M	4	3	2	n/a	n/a
2019	Jan 16, 2020	$225M	$225M	4	3	1	n/a	n/a
2018	Jan 16, 2019	$194M	$194M	4	2	1	n/a	n/a
2017	Jan 2, 2018	$189M	$189M	2	2	1	n/a	n/a
2016	Jan 12, 2017	$179M	$179M	2	2	n/a	n/a	n/a
2015	Jan 5, 2016	$173M	$173M	2	2	n/a	n/a	n/a
2014	Jan 7, 2015	$171M	$171M	2	2	n/a	n/a	n/a
2013	Jan 8, 2014	$135M	$135M	2	2	n/a	n/a	n/a
2012	Jan 16, 2013	$116M	$116M	1	1	n/a	n/a	n/a
2011	Jan 18, 2012	$107M	$107M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$325M	$320M	1.5%	$255M	8.4%	4	4	2	2

Relationships

Registered with (4)

← GREGORY V. BANGMAAdvisorregistration: current employment
Jan 17, 2025 to presentfactForm ADV
← NANCY A ELLIOTTAdvisorregistration: current employment
Sep 18, 2019 to presentfactForm ADV
← Dara Rosen CohenAdvisorregistration: current employment
Feb 13, 2018 to presentfactForm ADV
← RONNA SUE COHENAdvisorregistration: current employment
Dec 1, 2009 to presentfactForm ADV

Controls (1)

← COHEN, RONNA, SUEOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jan 18, 2012 to Jan 30, 2024factForm ADV

Dated events

Occurred
Oct 24, 2018
Succession filed (Item 4)
Silver Lake Advisory reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0d4e7b5b-bf7d-251b-26c3-370b569814c2
First observed: Jan 18, 2012
Last observed: Jan 29, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SILVER LAKE ADVISORY PARTNERS, LLC

CRD 107625

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0d4e7b5b-bf7d-251b-26c3-370b569814c2

Data as of Jan 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:19 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RONNA SUE COHEN

n/a

LONGBOAT KEY, FL

n/a

Dara Rosen Cohen

n/a

Salt Lake City, UT | LONGBOAT KEY, FL

n/a

NANCY A ELLIOTT

Certified Financial Planner

LONGBOAT KEY, FL | MELISSA, TX

n/a

GREGORY V. BANGMA

n/a

LONGBOAT KEY, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COHEN, RONNA, SUE

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

04/1992

Jan 18, 2012

Jan 30, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 29, 2026

$325M

n/a

2024

Jan 8, 2025

$320M

n/a

2023

Jan 30, 2024

$253M

n/a

2022

Jan 9, 2023

$255M

n/a

2021

Feb 18, 2022

$270M

n/a

2020

Jan 19, 2021

$223M

n/a

2019

Jan 16, 2020

$225M

n/a

2018

Jan 16, 2019

$194M

n/a

2017

Jan 2, 2018

$189M

n/a

2016

Jan 12, 2017

$179M

n/a

2015

Jan 5, 2016

$173M

n/a

2014

Jan 7, 2015

$171M

n/a

2013

Jan 8, 2014

$135M

n/a

2012

Jan 16, 2013

$116M

n/a

2011

Jan 18, 2012

$107M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$325M

$320M

1.5%

$255M

8.4%