


SilverLake Wealth Management Revenue
Financial Services • Williston, Vermont, United States • 11-20 Employees
SilverLake Wealth Management revenue & valuation
| Annual revenue | $1,711,100 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,500,000 |
| Total funding | No funding |
Key Contact at SilverLake Wealth Management
Shelley Chicoine
Director Of Business Development & Strategic Finance
Company overview
| Headquarters | 33 Blair Park Rd, Suite 100, Williston, Vermont 05495, US |
| Phone number | +18028575083 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Keywords | Business Succession Planning, Portfolio Management, Financial Planning, Estate Planning |
| Founded | 2002 |
| Employees | 11-20 |
| Socials |
SilverLake Wealth Management Email Formats
SilverLake Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@silverlakewealth.com), used 52.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@silverlakewealth.com | 52.9% |
{first name}{last name} | johndoe@silverlakewealth.com | 47.1% |
About SilverLake Wealth Management
Our company is dedicated to meeting our client’s financial challenges head on and to lift the burden of dealing with the complexities of personal finance and investing. We align our interests with those of our clients as we are an independent locally owned financial advisory practice and deliver objective advice. We seek the opportunity to present the value of our custom-tailored planning and to help simplify our clients’ financial lives. We measure our success not only in results but in the loyal relationships we establish with our clients and the positive impact we can make in their lives.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
SilverLake Wealth Management has 6 employees across 3 departments.
Departments
Number of employees
Funding Data
SilverLake Wealth Management has never raised funding before.
SilverLake Wealth Management Tech Stack
Discover the technologies and tools that power SilverLake Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
Frequently asked questions
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