Overview
Assets Under Management: $601 million
Headquarters: SOUTHFIELD, MI
High-Net-Worth Clients: 123
Average Client Assets: $4 million
Frequently Asked Questions
SKYOAK WEALTH 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 #299564), SKYOAK WEALTH LLC is subject to fiduciary duty under federal law.
SKYOAK WEALTH LLC is headquartered in SOUTHFIELD, MI.
SKYOAK WEALTH LLC serves 123 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, SKYOAK WEALTH LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
SKYOAK WEALTH LLC manages $601 million in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, SKYOAK WEALTH LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 123
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.50
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,207
Discretionary Accounts: 1,206
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 299564
Last Filing Date: 2025-02-21 00:00:00
Website: https://skyoakwealth.com