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Alexander W. Dunne

SILVEROAK WEALTH MANAGEMENT LLC
Edina, MN 55435
Some features on this profile are disabled
CRD#: 6927779
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Professional summary

Alexander William Dunne, CFP® is a registered financial advisor currently at SILVEROAK WEALTH MANAGEMENT LLC located in Edina, Minnesota.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Alexander has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander William Dunne's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

March 19, 2018 - Present

SILVEROAK WEALTH MANAGEMENT LLC

Office #1: 3600 Minnesota Drive Suite 860, Edina, MN 55435
RIA
CRD#: 110532
Edina, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SILVEROAK WEALTH MANAGEMENT LLC
SILVEROAK WEALTH MANAGEMENT LLC

CRD#: 110532 / SEC#: 801-60208

RIA
Registered Investment Advisory firm - (4/27/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Minnesota
(3/19/2018)

Exams

Current Firm

SW
SILVEROAK WEALTH MANAGEMENT LLC
SILVEROAK WEALTH MANAGEMENT LLC

CRD#: 110532 / SEC#: 801-60208

RIA
Registered Investment Advisory firm - (4/27/2001 Approved)
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Contact information

Main Address
3600 Minnesota Drive Suite 860, Edina, MN 55435
Mailing Address
Phone number
(952) 896-5700
Established
Firm type
Fiscal year end
# of Employees
23

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SILVEROAK ADV PART 2 (2025-03) (3/26/2025)

Regulatory assets under management

Total Number of Accounts1,891
AUM (Assets Under Management)$ 1,716,893,376

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/29/2024
Cover Page
Report
11/27/2023
Cover Page
Report
09/28/2022
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SILVEROAK WEALTH MANAGEMENT LLC

CRD#: 110532Edina, MN 55435

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