Wealth Manager
    SEC Registered
    Manages Private Funds

    Sk Wealth Management, LLC

    Registered investment advisor · Providence, Rhode Island · CRD #109114

    Assets Under Management
    $639M
    Client Accounts
    1,206
    Employees
    6
    CRD Number
    109114
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Sk Wealth Management, LLC

    SK Wealth Management, LLC is a fee-only investment advisory firm founded in 1998, offering comprehensive financial planning and investment management services without commissions. It employs 2-10 staff and has no disclosed funding details.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Sk Wealth Management, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Sk Wealth Management, LLC's AUM?

    Sk Wealth Management, LLC reports approximately $639M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Sk Wealth Management, LLC headquartered?

    Sk Wealth Management, LLC is headquartered in Providence, Rhode Island.

    What is Sk Wealth Management, LLC's CRD number?

    Sk Wealth Management, LLC's CRD number is 109114. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Sk Wealth Management, LLC manage?

    Sk Wealth Management, LLC manages approximately 1,206 client accounts according to its latest SEC filing.

    Is Sk Wealth Management, LLC SEC registered?

    Yes, Sk Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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