Silver Oak Wealth Advisors Services, LLC
Silver Oak Wealth Advisors Services, LLC is a SEC-registered investment advisory firm headquartered in Los Angeles, California. Founded in 2017 by Linda Cao, the firm offers integrated wealth management, financial planning, and consulting services to individuals and families, with a particular focus on clients experiencing major financial or life transitions. Silver Oak's services include comprehensive financial organization, investment planning, retirement, tax and estate planning, and risk management. The firm emphasizes individualized, values-based financial planning and is staffed by a team of five professionals. Clients include couples, women, and families navigating change, and their approach is grounded in fiduciary duty and transparent fee structure.
Investment Strategy
Silver Oak Wealth Advisors employs a personalized, integrated investment management approach centered on each client's core values and financial goals. The firm conducts rigorous due diligence when selecting third-party platform providers and utilizes separately managed account programs tailored for individual portfolios. Investments are managed with discretion based on client objectives, focusing on diversification, risk management, long-term growth, and adapting to life transitions. Silver Oak does not charge performance-based fees, but instead offers ongoing planning, monitoring, and adjusting of portfolios in response to client needs and market conditions. The firm specializes in empowering clients, especially women and families in transition, by aligning investment decisions with life purpose and legacy planning.
Top Holdings
Equity Positions (38)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTIP | VANGUARD MALVERN FDS | 20.21% | $28.0M | 557,845 | $49.21 | $50.27 | +$12.0M |
G GSIE | GOLDMAN SACHS ETF TR | 18.52% | $25.7M | 648,111 | $34.92 | $39.66 | +$8.4M |
E ESGV | VANGUARD WORLD FD | 11.76% | $16.3M | 148,866 | $104.86 | $109.64 | -$1.0M |
D DUHP | DIMENSIONAL ETF TRUST | 7.31% | $10.1M | 285,414 | $33.94 | $35.56 | +$1.9M |
A AVLV | AMERICAN CENTY ETF TR | 5.22% | $7.2M | 106,153 | $66.77 | $68.21 | -$759.3K |