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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SILVERLAKE WEALTH MANAGEMENT LLC

CRD 165525

WILLISTON, VT

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:17406dfa-128e-68d2-ef30-db20322f97e4

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 4
On other graphs: 0
Observed: Sep 24, 2012 to Jul 1, 2026
42 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=0.96 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=6.0
Regulatory AUM: $849MItem 5.F on the latest filing (2026-07-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $784M
Private client RAUM: $814MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $94.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 11
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 2,641
Individual clients: 774
High net worth clients: 254
Custody, client assets: $3.3M
SEC number: 801-97340
CRD: 165525
Filings on the tape: 42
First filed: Sep 24, 2012
Latest filed: Jul 1, 2026
Organised: Limited Liability Company, VT

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
RICHARD JOSEPH BRIAND	n/a	WILLISTON, VT	9	43	3	no
THEODORE MARTIN RIEHLE	n/a	WILLISTON, VT	9	44	2	no
JEFFREY DONALD STEELE	n/a	WILLISTON, VT	9	35	2	yes
THOMAS JOSEPH GOLONKA	Certified Financial Planner	WILLISTON, VT	9	34	3	yes
ROBERT WILLIAM EDDY	n/a	WILLISTON, VT	4	33	2	yes
GREGORY JOHN STEELE	n/a	WILLISTON, VT \| HUNTINGTON, NY	2	31	n/a	no
DEREK Guy EDDY	n/a	WILLISTON, VT	1	17	2	yes
Ryan J Bergmann	Certified Financial Planner	WILLISTON, VT	1	14	1	no
HANS FREDERICK SMITH	n/a	WILLISTON, VT \| BURLINGTON, VT	1	12	2	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
BRIAND, RICHARD, JOSEPH	MEMBER, MANAGING PARTNER	B	yes	11/2012	Dec 6, 2012	Dec 6, 2024
EDDY, ROBERT, WILLIAM	MEMBER, MANAGING PARTNER	B	yes	11/2012	Dec 6, 2012	Dec 6, 2024
GOLONKA, THOMAS, JOSEPH	MEMBER, MANAGING PARTNER	B	yes	11/2012	Dec 6, 2012	Dec 6, 2024
RIEHLE, THEODORE, MARTIN	MEMBER, MANAGING PARTNER	B	yes	11/2012	Dec 6, 2012	Dec 6, 2024
STEELE, JEFFREY, DONALD	MEMBER, MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER	B	yes	11/2012	Dec 6, 2012	Dec 6, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
Montpelier	Vt	United States	1	yes
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; showing 11 of 13

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 15, 2026	$849M	$784M	13	11	4	n/a	n/a
2024	Mar 13, 2025	$573M	$515M	12	9	2	n/a	n/a
2023	Feb 23, 2024	$486M	$434M	10	7	1	n/a	n/a
2022	Mar 17, 2023	$421M	$376M	11	8	1	n/a	n/a
2021	Mar 2, 2022	$448M	$414M	9	7	1	n/a	n/a
2020	Mar 18, 2021	$366M	$326M	9	7	1	n/a	n/a
2019	Mar 19, 2020	$169M	$145M	8	6	1	n/a	n/a
2018	Mar 20, 2019	$133M	$104M	8	5	1	n/a	n/a
2017	Mar 16, 2018	$141M	$88.6M	8	6	1	n/a	n/a
2016	Feb 13, 2017	$117M	$74.2M	9	7	n/a	n/a	n/a
2015	Mar 17, 2016	$99.7M	$57.2M	8	6	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	2	1

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	$849M	$573M	48.3%	$421M	26.4%	13	12	4	2

Relationships

Registered with (10)

← HANS FREDERICK SMITHAdvisorregistration: current employment
Jun 18, 2025 to presentfactForm ADV
← Ryan J BergmannAdvisorregistration: current employment
Jan 16, 2025 to presentfactForm ADV
← DEREK Guy EDDYAdvisorregistration: previous registration
Dec 18, 2012 to Dec 31, 2016factForm ADV
← GREGORY JOHN STEELEAdvisorregistration: current employment
May 7, 2024 to presentfactForm ADV
← ROBERT WILLIAM EDDYAdvisorregistration: previous registration
Dec 10, 2012 to Dec 31, 2016factForm ADV
← RICHARD JOSEPH BRIANDAdvisorregistration: previous registration
Dec 10, 2012 to Dec 31, 2016factForm ADV
← THEODORE MARTIN RIEHLEAdvisorregistration: previous registration
Dec 10, 2012 to Dec 31, 2016factForm ADV
← JEFFREY DONALD STEELEAdvisorregistration: previous registration
Dec 10, 2012 to Dec 31, 2016factForm ADV
← THOMAS JOSEPH GOLONKAAdvisorregistration: previous registration
Dec 10, 2012 to Dec 31, 2016factForm ADV
← Nathan David CloutierAdvisorregistration: previous registration
Oct 13, 2020 to Dec 20, 2023factForm ADV

Controls (5)

← BRIAND, RICHARD, JOSEPHOwnerMEMBER, MANAGING PARTNER, ownership code B, individual
Dec 6, 2012 to Dec 6, 2024factForm ADV
← RIEHLE, THEODORE, MARTINOwnerMEMBER, MANAGING PARTNER, ownership code B, individual
Dec 6, 2012 to Dec 6, 2024factForm ADV
← STEELE, JEFFREY, DONALDOwnerMEMBER, MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER, ownership code B, individual
Dec 6, 2012 to Dec 6, 2024factForm ADV
← GOLONKA, THOMAS, JOSEPHOwnerMEMBER, MANAGING PARTNER, ownership code B, individual
Dec 6, 2012 to Dec 6, 2024factForm ADV
← EDDY, ROBERT, WILLIAMOwnerMEMBER, MANAGING PARTNER, ownership code B, individual
Dec 6, 2012 to Dec 6, 2024factForm ADV

Dated events

Occurred
Mar 9, 2026
Regulatory AUM changed
Silverlake Wealth Management Llc reported RAUM $849.1M, up 48% from $572.7M (2026-01-06 to 2026-03-09)
Form ADVobserved 5 days ago
$276M
Occurred
Dec 20, 2023
Advisor changed firm
Nathan David Cloutier left Silverlake Wealth Management Llc for Lpl Financial Llc (registered 2023-12-06)
Form ADVobserved 5 days ago
Occurred
Mar 18, 2021
Regulatory AUM changed
Silverlake Wealth Management Llc reported RAUM $365.8M, up 117% from $168.9M (2020-10-12 to 2021-03-18)
Form ADVobserved 5 days ago
$197M
Occurred
May 20, 2015
First Form ADV filing
Silverlake Wealth Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:17406dfa-128e-68d2-ef30-db20322f97e4
First observed: Sep 24, 2012
Last observed: Jul 1, 2026 2 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.

SILVERLAKE WEALTH MANAGEMENT LLC

CRD 165525

WILLISTON, VT

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:17406dfa-128e-68d2-ef30-db20322f97e4

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:41 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RICHARD JOSEPH BRIAND

n/a

WILLISTON, VT

THEODORE MARTIN RIEHLE

n/a

WILLISTON, VT

JEFFREY DONALD STEELE

n/a

WILLISTON, VT

yes

THOMAS JOSEPH GOLONKA

Certified Financial Planner

WILLISTON, VT

yes

ROBERT WILLIAM EDDY

n/a

WILLISTON, VT

yes

GREGORY JOHN STEELE

n/a

WILLISTON, VT | HUNTINGTON, NY

n/a

DEREK Guy EDDY

n/a

WILLISTON, VT

yes

Ryan J Bergmann

Certified Financial Planner

WILLISTON, VT

HANS FREDERICK SMITH

n/a

WILLISTON, VT | BURLINGTON, VT

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRIAND, RICHARD, JOSEPH

MEMBER, MANAGING PARTNER

yes

11/2012

Dec 6, 2012

Dec 6, 2024

EDDY, ROBERT, WILLIAM

MEMBER, MANAGING PARTNER

yes

11/2012

Dec 6, 2012

Dec 6, 2024

GOLONKA, THOMAS, JOSEPH

MEMBER, MANAGING PARTNER

yes

11/2012

Dec 6, 2012

Dec 6, 2024

RIEHLE, THEODORE, MARTIN

MEMBER, MANAGING PARTNER

yes

11/2012

Dec 6, 2012

Dec 6, 2024

STEELE, JEFFREY, DONALD

MEMBER, MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER

yes

11/2012

Dec 6, 2012

Dec 6, 2024

City

State

Country

Employees

Also broker-dealer

Montpelier

United States

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 15, 2026

$849M

$784M

n/a

2024

Mar 13, 2025

$573M

$515M

n/a

2023

Feb 23, 2024

$486M

$434M

n/a

2022

Mar 17, 2023

$421M

$376M

n/a

2021

Mar 2, 2022

$448M

$414M

n/a

2020

Mar 18, 2021

$366M

$326M

n/a

2019

Mar 19, 2020

$169M

$145M

n/a

2018

Mar 20, 2019

$133M

$104M

n/a

2017

Mar 16, 2018

$141M

$88.6M

n/a

2016

Feb 13, 2017

$117M

$74.2M

n/a

2015

Mar 17, 2016

$99.7M

$57.2M

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

$849M

$573M

48.3%

$421M

26.4%