Overview
Assets Under Management: $555 million
Headquarters: PROVIDENCE, RI
High-Net-Worth Clients: 162
Average Client Assets: $3 million
Frequently Asked Questions
SK WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109114), SK WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SK WEALTH MANAGEMENT, LLC is headquartered in PROVIDENCE, RI.
SK WEALTH MANAGEMENT, LLC serves 162 high-net-worth clients according to their SEC filing dated February 10, 2025. View client details ↓
According to their SEC Form ADV, SK WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
SK WEALTH MANAGEMENT, LLC manages $555 million in client assets according to their SEC filing dated February 10, 2025.
According to their SEC Form ADV, SK WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 162
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.49
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,130
Discretionary Accounts: 1,127
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 109114
Last Filing Date: 2025-02-10 00:00:00
Website: https://skwealth.com