# Silver Oak Wealth Advisors, Los Angeles CA: Reviews

Source: Local AI Registry, https://localairegistry.com/biz/ca/los-angeles/silver-oak-wealth-advisors-los-angeles-ca. Free to reuse with a link back.

By Steve Lee, founder and CEO of Local AI Registry. Updated 2026-08-03.

Canonical: https://localairegistry.com/biz/ca/los-angeles/silver-oak-wealth-advisors-los-angeles-ca

## In short

Silver Oak Wealth Advisors is a financial planner in Los Angeles, CA. Its AI Score is 22 of 100, which is poor.

What each mark on this page means: https://localairegistry.com/methodology#marks


## Key facts

| Fact | Value |
| --- | --- |
| Type | Financial planner |
| Address | 10940 Wilshire Blvd #975, Los Angeles, CA 90024, USA |
| Hours | Mon to Fri 8 AM to 5 PM · Closed Sat to Sun |
| Phone | (310) 207-4800 |
| Updated | August 3, 2026 |


## All the details

Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.

| Group | Fact | Value | Mark | Evidence |
| --- | --- | --- | --- | --- |
| Location info | Address | 10940 Wilshire Blvd #975, Los Angeles, CA 90024, USA | Confirmed | Google Business Profile |
| Location info | Description | 10940 Wilshire Blvd #975, Los Angeles, CA 90024 | Confirmed | Google Business Profile |
| Location info | Hours | Mon to Fri 8:00 AM to 5:00 PM · Sat to Sun Closed | Confirmed | Google Business Profile |
| Location info | Name | Silver Oak Wealth Advisors | Confirmed | Google Business Profile |
| Location info | Phone | (310) 207-4800 | Confirmed | Google Business Profile |
| Hours | Monday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Tuesday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Wednesday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Thursday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Friday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Saturday | Closed | Confirmed | Google Business Profile |
| Hours | Sunday | Closed | Confirmed | Google Business Profile |
| Services | Service | Book | From their website | Business website |
| Services | Service | Charitable gifting advice | AI guess |  |
| Services | Service | Client login | From their website | Business website |
| Services | Service | Confidence drives performance not fear | From their website | Business website |
| Services | Service | Education links | From their website | Business website |
| Services | Service | Family financial planning | AI guess |  |
| Services | Service | Financial education | AI guess |  |
| Services | Service | Financial transition planning | AI guess |  |
| Services | Service | Form crs | From their website | Business website |
| Services | Service | Great pause | From their website | Business website |
| Services | Service | Investment advice | AI guess |  |
| Services | Service | Investment principles | From their website | Business website |
| Services | Service | Media disclosures | From their website | Business website |
| Services | Service | Methodology | From their website | Business website |
| Services | Service | Mindful eating mindful spending | From their website | Business website |
| Services | Service | Money marriage happiness | From their website | Business website |
| Services | Service | Preparing family heirs | From their website | Business website |
| Services | Service | Retirement planning | AI guess |  |
| Services | Service | Retirement reimagined | From their website | Business website |
| Services | Service | Silver oak insights | From their website | Business website |
| Services | Service | Silver oak womens circle harvest | From their website | Business website |
| Services | Service | Specialities | From their website | Business website |
| Services | Service | Tax planning | AI guess |  |
| Services | Service | Transition planning | From their website | Business website |
| Services | Service | Wealth management | From their website | Business website |
| Services | Service | Year end charitable gifting | From their website | Business website |
| Services | Service | Year end tax planning considerations | From their website | Business website |
| Team | Los Angeles, CA |  | Confirmed | Google Business Profile |
| Links | Facebook | https://facebook.com/silveroakwa | AI guess | Our record |
| Links | Website | http://silveroakwa.com/ | Confirmed | Google Business Profile |


## Services and prices

These are the 20 services Silver Oak Wealth offers, with the price where we have one and where it came from.

| Service | Price | Price mark | Price evidence | Service mark |
| --- | --- | --- | --- | --- |
| Transition planning |  |  |  | From their website |
| Great pause |  |  |  | From their website |
| Form crs |  |  |  | From their website |
| Preparing family heirs |  |  |  | From their website |
| Money marriage happiness |  |  |  | From their website |
| Investment principles |  |  |  | From their website |
| Media disclosures |  |  |  | From their website |
| Methodology |  |  |  | From their website |
| Mindful eating mindful spending |  |  |  | From their website |
| Retirement reimagined |  |  |  | From their website |
| Silver oak insights |  |  |  | From their website |
| Book |  |  |  | From their website |
| Client login |  |  |  | From their website |
| Confidence drives performance not fear |  |  |  | From their website |
| Wealth management |  |  |  | From their website |
| Year end charitable gifting |  |  |  | From their website |
| Education links |  |  |  | From their website |
| Silver oak womens circle harvest |  |  |  | From their website |
| Specialities |  |  |  | From their website |
| Year end tax planning considerations |  |  |  | From their website |


### Known for

Share your review link so AI can say what you're known for


## The team

1 person is named on this page.


### Los Angeles, CA

| Field | Value | Mark | Evidence |
| --- | --- | --- | --- |


## Visiting Silver Oak Wealth

Address: 10940 Wilshire Blvd #975, Los Angeles, CA 90024, USA. Phone: (310) 207-4800. Hours: Mon to Fri 8 AM to 5 PM · Closed Sat to Sun. (Confirmed, Google Business Profile.)


### Parking and getting in

Add your parking so AI can tell people where to park

Add how to find your door so AI can walk people in


### Nearby

| Place | Type | Distance |
| --- | --- | --- |
| The Tower in Westwood Parking | Parking garage | 1 min walk |
| Trimana | Breakfast restaurant | 1 min walk |
| Wilshire Center | Bus stop | 1 min walk |
| Wilshire / Westwood | Bus stop | 1 min walk |
| Earthbar | Restaurant | 1 min walk |
| 10960 Wilshire Parking Garage - ParkABM | Parking garage | 2 min walk |


## Reputation

Share your review link so AI can quote your customers


### Press

Add a press story so AI can say who's written about you


### Awards

Add an award so AI can name it


### Directories

Get listed in directories so AI can tell you're real


## Questions people ask


### where does this place post updates


### torn between Silver Oak Wealth and Empress Investment?


### Saturdays at Silver Oak Wealth, are they open?


### services here, what do people go in for?


### what does Silver Oak Wealth actually get right?


### going rate for planners locally, any idea


### best financial planner in Los Angeles


### opening hours at Silver Oak Wealth in Los Angeles, what are they these days?


### parking at Silver Oak Wealth, where does everyone put the car?


### Booking here, how does it work?


## The AI Score: 22 of 100

It measures how likely AI engines are to recommend a business, and how accurately. Los Angeles financial planners run 22 to 41. Fair starts at 45, good at 65. Silver Oak Wealth scores 22, below the Los Angeles average of 26. The same method scores every business on the registry.

| Signal | Weight | Score | What it measures | Silver Oak Wealth |
| --- | --- | --- | --- | --- |
| Retrieval grounding | 26 | 0 | Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on. | Poor |
| Off-property attestation | 20 | 39 | Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability. | Poor |
| AI visibility | 14 | 0 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Poor |
| Reviews & response | 12 | Does not apply | The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim. |  |
| Backlink & citation authority | 8 | 55 | Domain authority and editorial quality of the sources that attest to you. | Fair |
| Google Business Profile | 8 | 79 | Required and recommended fields; update cadence. The listing AI pulls from first. | Good |
| Speed & mobile | 7 | 48 | Core Web Vitals at the 75th percentile, on a real phone. | Fair |
| Content freshness & schema | 5 | 60 | Crawl recency, intent alignment, valid JSON-LD, canonicals. | Fair |

Full method: https://localairegistry.com/methodology

How AI decides what to say about a financial planner: https://localairegistry.com/methodology#how-ai-decides-local-business. What to check before you choose one: https://localairegistry.com/methodology#how-to-choose-local-business


## Entity map

Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other.

| Entity | Type | ID on this page | Same as | Relationship to Silver Oak Wealth |
| --- | --- | --- | --- | --- |
| Silver Oak Wealth Advisors | LocalBusiness | #business | http://silveroakwa.com/ | Subject of this page |
| Los Angeles, CA | Person | #team-los-angeles |  |  |
| Los Angeles, California | City | #city |  | City Silver Oak Wealth is in |
| Local AI Registry | Organization | #publisher | https://localairegistry.com | Publisher of this page |
| Steve Lee | Person | #author | https://localairegistry.com/team/steve-lee | Author of this page |


## Topical map

Where this page sits in the registry. It's one profile among the financial planners in Los Angeles, linked to the lists and towns around it.


### Lists

- Best financial planners in Los Angeles: https://localairegistry.com/leaderboards/ca/los-angeles/financial-planner
- Best businesses in Los Angeles: https://localairegistry.com/leaderboards/ca/los-angeles


### Nearby

- /san-jose: https://localairegistry.com/leaderboards/ca/san-jose
- /san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco
- /san-diego: https://localairegistry.com/leaderboards/ca/san-diego
- /irvine: https://localairegistry.com/leaderboards/ca/irvine
- /mountain-view: https://localairegistry.com/leaderboards/ca/mountain-view
- /santa-clara: https://localairegistry.com/leaderboards/ca/santa-clara


### Every list

- Every leaderboard in California: https://localairegistry.com/leaderboards/ca


## References


### Sources cited

- [1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJi7XGz3-7woARzn52ar5awS0 (accessed Aug 3, 2026)
- [2] silveroakwa.com, https://silveroakwa.com/year-end-tax-planning-considerations/ (accessed Sep 18, 2026)
- [3] silveroakwa.com, https://silveroakwa.com/updates/ (accessed Sep 18, 2026)
- [4] silveroakwa.com, https://silveroakwa.com/silver-oak-womens-circle-harvest/ (accessed Sep 18, 2026)
- [5] silveroakwa.com, https://silveroakwa.com/specialities/ (accessed Sep 18, 2026)
- [6] silveroakwa.com, https://silveroakwa.com/methodology/transition-planning/ (accessed Sep 18, 2026)
- [7] silveroakwa.com, https://silveroakwa.com/methodology/wealth-management/ (accessed Sep 18, 2026)
- [8] silveroakwa.com, https://silveroakwa.com/year-end-charitable-gifting/ (accessed Sep 18, 2026)
- [9] silveroakwa.com, https://silveroakwa.com/book/ (accessed Sep 18, 2026)
- [10] silveroakwa.com, https://silveroakwa.com/client-login/ (accessed Sep 18, 2026)
- [11] silveroakwa.com, https://silveroakwa.com/confidence-drives-performance-not-fear/ (accessed Sep 18, 2026)
- [12] silveroakwa.com, https://silveroakwa.com/services/education-links/ (accessed Sep 18, 2026)
- [13] silveroakwa.com, https://silveroakwa.com/form-crs/ (accessed Sep 18, 2026)
- [14] silveroakwa.com, https://silveroakwa.com/great-pause/ (accessed Sep 18, 2026)
- [15] silveroakwa.com, https://silveroakwa.com/methodology/investment-principles/ (accessed Sep 18, 2026)
- [16] silveroakwa.com, https://silveroakwa.com/media-disclosures/ (accessed Sep 18, 2026)
- [17] silveroakwa.com, https://silveroakwa.com/methodology/ (accessed Sep 18, 2026)
- [18] silveroakwa.com, https://silveroakwa.com/mindful-eating-mindful-spending/ (accessed Sep 18, 2026)
- [19] silveroakwa.com, https://silveroakwa.com/money-marriage-happiness/ (accessed Sep 18, 2026)
- [20] silveroakwa.com, https://silveroakwa.com/specialities/preparing-family-heirs/ (accessed Sep 18, 2026)
- [21] silveroakwa.com, https://silveroakwa.com/retirement-reimagined/ (accessed Sep 18, 2026)
- [22] AI engine output: ChatGPT and Perplexity, read by Local AI Registry on Aug 5, 2026; Gemini, read by Local AI Registry on Aug 3, 2026, https://localairegistry.com/methodology (accessed Sep 18, 2026)