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| SK Wealth Management LLC
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|
|---|---|
| CRD # | 109114 |
| SEC # | 801-56304 |
| CIK # | 0001867958 |
| AUM | $639.0 M (2026-01-30) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 401-331-1575 |
| Address | 50 Holden St Providence, RI 02908-5757 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.1 | ||
| Nvidia Corp | 2.2 | ||
| Microsoft Corp | 1.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 64.0 |
| (b) Individuals (high net worth individuals) | 179 | 573.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 1.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,206 | 639.0 |
| By Discretionary | ||
| Discretionary | 1,202 | 628.5 |
| Non-Discretionary | 4 | 10.4 |
| Total | 1,206 | 639.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 639.0 | |
| Total | 1,206 | 639.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001867958] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Phoenix Wealth Advisors Inc
✚
|
NC | 0.6 |
|
Single Point Partners LLC
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|
MA | 0.6 |
|
Riverstone Advisors LLC
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|
0.6 | |
|
MWA Financial Services Inc
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|
IL | 0.6 |
|
Libra Wealth LLC
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|
CA | 0.6 |
|
The Watchman Group Inc
✚
|
TX | 0.6 |
|
Concord Asset Management LLC
✚
|
VA | 0.6 |
|
Northeast Advisers Inc
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|
PA | 0.6 |
|
Scott & Selber Inc Capital Management
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|
TX | 0.6 |
|
Timber Creek Capital Management LLC
✚
|
MA | 0.6 |