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SK WEALTH MANAGEMENT, LLC
CRD 109114File 801-56304
APPROVED
Retail clients
Filing as of Jan 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$639.0M
Above cohort median (national)
Discretionary AUM
$628.5M
Non-discretionary $10.4M
Clients
323
1,206 accounts
Employees
6
Above cohort median in RI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 15, 1999
- Principal office
- 50 HOLDEN ST, PROVIDENCE, RI, 02908-5757
- Phone
- 401-331-1575
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $639.0M
- Discretionary AUM
- $628.5M
- Non-discretionary AUM
- $10.4M
- Discretionary accounts
- 1,202
- Non-discretionary accounts
- 4
- Total accounts
- 1,206
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $55K |
| High net worth individuals | 179 | $573.8M |
| Pension and profit sharing plans | 3 | $1.1M |
| Individuals (other than high net worth individuals) | 140 | $64.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.