Investment adviser representative · Silver Oak Wealth Advisors Services, LLC
Alyssa L. Crews
CRD 7810924 · Los Angeles, CA
At a glance
Alyssa L. Crews is an investment adviser representative with Silver Oak Wealth Advisors Services, LLC in Los Angeles, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Alyssa’s SEC record dates to 2023, about 3 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Silver Oak Wealth Advisors Services, LLCSince September 2023Los Angeles, CA · $300M in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Alyssa’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.