TrueAdvisor
TrueAdvisor
TR
TR

Theodore Riehle

Silverlake Wealth Management LLC
44 Years of Experience
Williston, VT
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Theodore Riehle is a registered investment advisor at Silverlake Wealth Management LLC, based in Williston, VT, with 44 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,072 clients with $850M in assets under management.

Silverlake Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
1,072 clients
Average Client Portfolio
$792K average
Assets Under Management
$849.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees range from 0.50% to 1.50% annually depending on the size and complexity of the client relationship and are negotiable at the advisor's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

33 Blair Park Road, Suite 100, Williston, VT, 05495

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
November 2019
Customer Dispute
April 1998
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Theodore sells and services fixed insurance products, dedicating minimal time to this activity. He is also a partner at Silverlake Wealth Management, spending full-time hours advising clients, and a partner in a self-storage business and owner of a rental vacation home, each requiring minimal time.

Employment History
Current Registrations
Silverlake Wealth Management LLC
January 2017 - Present · 9 yrs 9 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2020 - August 2026 · 6 yrs 4 mos
Silverlake Wealth Management LLC
December 2012 - December 2016 · 4 yrs
LPL Financial LLCBroker
December 2012 - December 2019 · 7 yrs
Wells Fargo Advisors Financial Network, LLC
November 2002 - December 2012 · 10 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
April 2002 - December 2012 · 10 yrs 8 mos
Morgan Stanley Dw INC.Broker
February 1985 - April 2002 · 17 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1982 - January 1985 · 2 yrs 6 mos
State Registrations1 state
VT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Williston, VT →All financial advisors in Vermont →