SKYOAK WEALTH LLC
Doing business as SKYOAK WEALTH. SEC Form ADV profile.
Total regulatory AUM
$692,739,420
Discretionary
$692,739,420
Non-discretionary
$0
Firm details
- CRD number
- 299564
- SEC file number
- 801-114715
- Main office
- SOUTHFIELD, MI, United States
- Employees
- 7
- SEC status
- Approved
- Website
- http://skyoakwealth.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.