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Silver Oak Wealth Advisors Services LLC

Company Details

Entity Name: Silver Oak Wealth Advisors Services LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 09 Oct 2023
Business ALEI: 2870963
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 61 Iver Ave, East Haven, CT, 06512-3348, United States
Mailing address: 10940 Wilshire Blvd, 975, Los Angeles, CA, United States, 90024
Mailing jurisdiction address: 10940 Wilshire Blvd, 975, Los Angeles, CA, 90024-3910, United States
ZIP code: 06512
County: New Haven
Place of Formation: CALIFORNIA
E-Mail: lcao@silveroakwa.com

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
Alyssa Crews Agent 61 Iver Ave, East Haven, CT, 06512-3348, United States 61 Iver Ave, East Haven, CT, 06512-3348, United States +1 360-771-0954 acrews@silveroakwa.com 61 Iver Ave, East Haven, CT, 06512-3348, United States

Officer

Name Role Business address Residence address
Shufan Cao Officer 10940 Wilshire Blvd, 975, Los Angeles, CA, 90024-3910, United States 10940 Wilshire Blvd, 975, Los Angeles, CA, 90024-3910, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012443955 2024-02-02 No data Annual Report Annual Report No data
BF-0012012182 2023-10-09 No data Business Registration Foreign Registration Statement No data

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website