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ONE-UP FINANCIAL
SKM WEALTH ADVISORS LLC
CRD 333778 · SEC 801-136342
1545 WEST 38TH STREET, ERIE, PA, 16508, United States
Phone
814-325-2699
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$107.5M
Discretionary AUM
$89.0M
Team
9 total employees; 9 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $19.0M |
| High net worth individuals | 37 | $87.3M |
| Charitable organizations | 1 | $1.2M |
States served
PA, TX
All web addresses on file
Official SEC filing: View on IAPD