Warren Schliiter
Sila Financial · Ketchum, Idaho
Warren Schliiter is a fee-only financial advisor at Sila Financial in Ketchum, Idaho. Sila Financial reports charging a percentage of assets on its Form ADV.
Request an introduction to Warren →
Facts
| Firm | Sila Financial |
|---|---|
| Based in | Ketchum, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $124.3M across 303 accounts |
| SEC registration | Investment adviser representative in ID, WA · CRD 413688 |
| Exams passed | Series 63 (1993) · Series 66 (2001) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Warren's firm compares
- Sila Financial's average account is about $410,000, from its Form ADV (assets managed divided by 303 accounts).
Request an introduction to Warren
Tell Warren a little about what you're looking for. Warren 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 Warren
Is Warren Schliiter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Warren holds no broker registration, and Sila Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Warren charge for financial advice?
Warren's firm, Sila Financial, reports charging a percentage of assets on its SEC Form ADV.
Where is Warren Schliiter based?
Warren Schliiter is based in Ketchum, Idaho.
Is Warren Schliiter registered with the SEC?
Yes. Warren Schliiter is registered as an investment adviser representative in ID and WA (CRD 413688), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sila Financial manage?
Sila Financial reports $124.3M across 303 accounts in assets under management.
How do I contact Warren Schliiter?
Contact details aren't on file yet. Search for Sila Financial.
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.
See something wrong? Request a correction. Read our methodology.