Ryan Bergmann
Silverlake Wealth Management · Williston, Vermont
Ryan Bergmann is a fee-only financial advisor at Silverlake Wealth Management in Williston, Vermont, who holds the CFP credential. Silverlake Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Silverlake Wealth Management |
|---|---|
| Based in | Williston, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $849.1M across 2,641 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VT · CRD 7127547 |
| Exams passed | Series 66 (2019) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.silverlakewealth.com |
| Profile |
How Ryan's firm compares
- Silverlake Wealth Management's average account is about $321,000, from its Form ADV (assets managed divided by 2,641 accounts).
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Questions about Ryan
Is Ryan Bergmann a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Silverlake Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ryan charge for financial advice?
Ryan's firm, Silverlake Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ryan Bergmann based?
Ryan Bergmann is based in Williston, Vermont.
What credentials does Ryan Bergmann hold?
Ryan Bergmann holds the CFP credential.
Is Ryan Bergmann registered with the SEC?
Yes. Ryan Bergmann is registered as an investment adviser representative in VT (CRD 7127547), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Silverlake Wealth Management manage?
Silverlake Wealth Management reports $849.1M across 2,641 accounts in assets under management.
How do I contact Ryan Bergmann?
Through Ryan's website, www.silverlakewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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.
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