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| Skyliner Wealth LLC
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|
|
|---|---|
| CRD # | 332426 |
| SEC # | 801-130948 |
| CIK # | |
| AUM | $151.4 M (2026-03-26) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 541-588-5008 |
| Address | 750 NW Charbonneau Street Bend, OR 97703 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 23.9 |
| (b) Individuals (high net worth individuals) | 78 | 126.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 557 | 151.4 |
| By Discretionary | ||
| Discretionary | 557 | 151.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 557 | 151.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 151.4 | |
| Total | 557 | 151.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Classic Financial & Insurance Services Inc
✚
|
CA | 0.2 |
|
Bartley Financial Advisors LLC
✚
|
NH | 0.2 |
|
Bright Investments LLC
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|
AL | 0.2 |
|
Cramer & Rauchegger Inc
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|
FL | 0.2 |
|
Greenway Financial LLC
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|
MI | 0.2 |
|
Redwood Grove Wealth Management LLC
✚
|
CA | 0.2 |
|
Convexitas LLC
✚
|
IL | 0.2 |
|
Sunrise Financial Services LLC
✚
|
WA | 0.2 |
|
Outbound Financial Inc
✚
|
CO | 0.2 |
|
Horizons Sustainable Financial Services Inc
✚
|
NM | 0.2 |