|
⚲
|
| SK Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 109114 |
| SEC # | 801-56304 |
| CIK # | |
| AUM | $377.2 MM (2023-02-08) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 401-331-1575 |
| Address | 50 Holden St Providence, RI 02908-5757 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 192 | 70.3 |
| (b) Individuals (high net worth individuals) | 127 | 306.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,077 | 377.2 |
| By Discretionary | ||
| Discretionary | 1,073 | 369.5 |
| Non-Discretionary | 4 | 7.7 |
| Total | 1,077 | 377.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 377.2 | |
| Total | 1,077 | 377.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wealth Management Advisors LLC
✚
|
SC | 0.4 |
|
MFA Wealth Advisors LLC
✚
|
PA | 0.4 |
|
Consolidated Financial Management Group LLC
✚
|
OH | 0.4 |
|
Integrated Wealth Advisory Services Inc
✚
|
KS | 0.4 |
|
Global Trust Asset Management LLC
✚
|
FL | 0.4 |
|
The Helmstar Group LLC
✚
|
ID | 0.4 |
|
Leverty Financial Group LLC
✚
|
WI | 0.4 |
|
Mark Sheptoff Financial Planning LLC
✚
|
CT | 0.4 |
|
Triumph Capital Management
✚
|
CO | 0.4 |
|
RAIN Capital Management LLC
✚
|
OR | 0.4 |