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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| SK Wealth Management LLC
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|---|---|
| CRD # | 109114 |
| SEC # | 801-56304 |
| CIK # | 0001867958 |
| AUM | $555.3 M (2025-05-29) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 401-331-1575 |
| Address | 50 Holden St Providence, RI 02908-5757 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.0 | ||
| Microsoft Corp | 2.5 | ||
| Nvidia Corp | 2.1 | ||
| Amazon Com Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 171 | 62.4 |
| (b) Individuals (high net worth individuals) | 162 | 491.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 1.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,130 | 555.3 |
| By Discretionary | ||
| Discretionary | 1,127 | 545.3 |
| Non-Discretionary | 3 | 10.0 |
| Total | 1,130 | 555.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 555.3 | |
| Total | 1,130 | 555.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001867958] |
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|---|---|---|
|
Grand Jean Capital Management Inc
✚
|
CA | 0.6 |
|
Eagle Wealth Strategies LLC
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NJ | 0.6 |
|
Redmond Asset Management LLC
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VA | 0.6 |
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TX | 0.6 |
|
The Ithaka Group LLC
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VA | 0.6 |
|
WEA Financial Advisors Inc
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|
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|
Hamilton Wealth LLC
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|
CA | 0.6 |
|
WJ Interests LLC
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TX | 0.6 |
|
Autumn Glory Partners LLC
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TX | 0.6 |