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SKYOAK WEALTH
SKYOAK WEALTH LLC
CRD 299564 · SEC 801-114715
28411 NORTHWESTERN HWY, SUITE 760, SOUTHFIELD, MI, 48034, United States
Phone
248-348-6500
Fax
248-358-5825
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$692.7M
Discretionary AUM
$692.7M
Team
7 total employees; 4 advisory reps; 9 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 301 | $87.6M |
| High net worth individuals | 127 | $578.3M |
| Pension/profit sharing plans | 9 | $0 |
| Charitable organizations | 1 | $4.9M |
| Corporations/business entities | 12 | $21.9M |
States served
AZ, CA, IN, MI, NV, OH, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD