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SK WEALTH MANAGEMENT, LLC
CRD 109114 · SEC 801-56304
50 HOLDEN ST, PROVIDENCE, RI, 02908-5757, United States
Phone
401-331-1575
Fax
401-331-9040
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$639.0M
Discretionary AUM
$628.5M
Team
6 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingTAX PREPARATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 140 | $64.0M |
| High net worth individuals | 179 | $573.8M |
| Pension/profit sharing plans | 3 | $1.1M |
| Corporations/business entities | 1 | $55K |
States served
CA, MA, NY, RI, TX, NH, CT, FL
All web addresses on file
- HTTPS://WWW.LINKEDIN.COM/COMPANY/SK-WEALTH-MANAGEMENT-LLC/
- https://www.facebook.com/SKWealthManagement
- https://open.spotify.com/show/02FX8tdwuXotpUYBdvemWj
- https://podcasts.apple.com/us/podcast/sk-wealths-solutions-knowledge-podcast/id1259914695
- https://www.youtube.com/@skwealthmanagementllc7375
- HTTPS://SKWEALTH.COM
Official SEC filing: View on IAPD