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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| SkyOak Wealth LLC
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|---|---|
| CRD # | 299564 |
| SEC # | 801-114715 |
| CIK # | 0001800379 |
| AUM | $601.4 M (2025-02-21) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 248-348-6500 |
| Address | 28411 Northwestern Hwy Southfield, MI 48034 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 18.6 | ||
| Lilly Eli & Co | 14.3 | ||
| Facebook Inc | 9.5 | ||
| J P Morgan Chase & Co | 8.0 | ||
| Amazon Com Inc | 7.7 | ||
| Nvidia Corp | 7.2 | ||
| Morgan Stanley | 6.0 | ||
| Microsoft Corp | 5.4 | ||
| Alphabet Inc | 4.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 304 | 74.5 |
| (b) Individuals (high net worth individuals) | 123 | 502.2 |
| (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 | 12 | 0.0 |
| (h) Charitable organizations | 1 | 4.1 |
| (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 | 13 | 20.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,207 | 601.4 |
| By Discretionary | ||
| Discretionary | 1,206 | 601.4 |
| Non-Discretionary | 1 | 0.0 |
| Total | 1,207 | 601.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 601.4 | |
| Total | 1,207 | 601.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001800379] |
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|---|---|---|
|
Oak Hill Wealth Advisors LLC
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VA | 0.6 |
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Tradewinds Capital Management LLC
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WA | 0.6 |
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Little House Capital LLC
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MA | 0.6 |
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Truvestments Capital LLC
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FL | 0.6 |
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Clarity Wealth Advisors LLC
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CA | 0.6 |
|
Providence Wealth Advisors LLC
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IL | 0.6 |
|
Riverwater Partners LLC
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WI | 0.6 |
|
Taiko Private Wealth
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IL | 0.6 |
|
Vishria Bird Financial Group LLC
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|
TN | 0.6 |
|
NVWM LLC
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PA | 0.6 |