Jonathan Scharlau
Silveroak Wealth Management · Edina, Minnesota
Jonathan Scharlau is a fee-only financial advisor at Silveroak Wealth Management in Edina, Minnesota, who holds the CFP and CFA credentials. Silveroak Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Jonathan →
Facts
| Firm | Silveroak Wealth Management |
|---|---|
| Based in | Edina, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.00B across 1,992 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in MN · CRD 2168803 |
| Exams passed | Series 63 (1991) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.silveroakwealth.com |
How Jonathan's firm compares
- Silveroak Wealth Management's average account is about $1.0 million, from its Form ADV (assets managed divided by 1,992 accounts).
Request an introduction to Jonathan
Tell Jonathan a little about what you're looking for. Jonathan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jonathan
Is Jonathan Scharlau a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Silveroak Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, Silveroak Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jonathan Scharlau based?
Jonathan Scharlau is based in Edina, Minnesota.
What credentials does Jonathan Scharlau hold?
Jonathan Scharlau holds the CFP and CFA credentials.
Is Jonathan Scharlau registered with the SEC?
Yes. Jonathan Scharlau is registered as an investment adviser representative in MN (CRD 2168803), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Silveroak Wealth Management manage?
Silveroak Wealth Management reports $2.00B across 1,992 accounts in assets under management.
How do I contact Jonathan Scharlau?
Through Jonathan's website, www.silveroakwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Edina
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.