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| SkyOak Wealth LLC
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|---|---|
| CRD # | 299564 |
| SEC # | 801-114715 |
| CIK # | 0001800379 |
| AUM | $497.0 MM (2024-03-19) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 248-348-6500 |
| Address | 28411 Northwestern Hwy Southfield, MI 48034 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 19.7 | |
| LLY | 301,789.7 | 18.1 | |
| META | 434,852.0 | 8.1 | |
| MSFT | 1,918,222.4 | 7.0 | |
| AMZN | 1,092,997.8 | 6.2 | |
| JPM | 340,169.2 | 5.5 | |
| GOOG | 1,482,566.4 | 5.0 | |
| NVDA | 399,550.0 | 4.8 | |
| PG | 338,108.9 | 4.4 | |
| MS | 136,724.0 | 4.3 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 330 | 87.4 |
| (b) Individuals (high net worth individuals) | 102 | 395.4 |
| (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 | 13 | 0.0 |
| (h) Charitable organizations | 1 | 3.6 |
| (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 | 9 | 10.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,175 | 497.0 |
| By Discretionary | ||
| Discretionary | 1,173 | 496.9 |
| Non-Discretionary | 2 | 0.1 |
| Total | 1,175 | 497.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 497.0 | |
| Total | 1,175 | 497.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001800379] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Prestige Wealth Management Group LLC
✚
|
NJ | 0.5 |
|
Eagle Wealth Strategies LLC
✚
|
NJ | 0.5 |
|
CPA Asset Management Group LLC
✚
|
FL | 0.5 |
|
East End Financial Group Inc
✚
|
NY | 0.5 |
|
Chelsea Counsel Company
✚
|
CA | 0.5 |
|
Integral Investment Advisors Inc
✚
|
CA | 0.5 |
|
Fonville Wealth Management LLC
✚
|
VA | 0.5 |
|
Rootstock Investment Management LLC
✚
|
PA | 0.5 |
|
Shankervalleau Wealth Advisors Inc
✚
|
IL | 0.5 |
|
New Harbor Financial Group LLC
✚
|
MA | 0.5 |