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| SkyOak Wealth LLC
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|---|---|
| CRD # | 299564 |
| SEC # | 801-114715 |
| CIK # | 0001800379 |
| AUM | 692.7 M (2026-03-06) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 248-348-6500 |
| Address | 28411 Northwestern Hwy Southfield, MI 48034 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 21.4 | |
| Lilly Eli & Co | 14.9 | |
| J P Morgan Chase & Co | 7.9 | |
| Amazon Com Inc | 7.6 | |
| Nvidia Corp | 7.2 | |
| Morgan Stanley | 6.9 | |
| Facebook Inc | 6.8 | |
| Alphabet Inc | 6.7 | |
| Microsoft Corp | 6.0 | |
| Starwood Property Trust Inc | 6.0 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 301 | 87.6 |
| (b) Individuals (high net worth individuals) | 127 | 578.3 |
| (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 | 9 | 0.0 |
| (h) Charitable organizations | 1 | 4.9 |
| (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 | 12 | 21.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,230 | 692.7 |
| By Discretionary | ||
| Discretionary | 1,230 | 692.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,230 | 692.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 692.7 | |
| Total | 1,230 | 692.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001800379] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 9 |
| Serves | Institutional, Retail |
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|---|---|---|
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