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SKYOAK WEALTH
Legal name: SKYOAK WEALTH LLC
CRD 299564File 801-114715
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$692.7M
Above cohort median (national)
Discretionary AUM
$692.7M
Clients
450
1,230 accounts
Employees
7
Above cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 16, 2019
- Principal office
- 28411 NORTHWESTERN HWY, SUITE 760, SOUTHFIELD, MI, 48034
- Phone
- 248-348-6500
- Website
- http://skyoakwealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $692.7M
- Discretionary AUM
- $692.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,230
- Non-discretionary accounts
- 0
- Total accounts
- 1,230
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $21.9M |
| Charitable organizations | 1 | $4.9M |
| High net worth individuals | 127 | $578.3M |
| Pension and profit sharing plans | 9 | $0 |
| Individuals (other than high net worth individuals) | 301 | $87.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C1
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 7 | decreased by3 |
| Apr 1, 2026 | Disclosures | No | Yes | |
| Apr 1, 2026 | Clients | 453 | 450 | decreased by3 |
| Apr 1, 2026 | AUM | $601,394,803 | $692,739,420 | increased by$91,344,617 |
| Apr 1, 2026 | Accounts | 1,207 | 1,230 | increased by23 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 10 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 437 | 453 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $471,851,536 | $601,394,803 | increased by$129,543,267 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,128 | 1,207 | increased by79 |
| Apr 1, 2022 | Clients | 427 | 437 | increased by10 |
| Apr 1, 2022 | AUM | $409,345,805 | $471,851,536 | increased by$62,505,731 |
| Apr 1, 2022 | Accounts | 1,037 | 1,128 | increased by91 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SKYOAK WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SKYOAK WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.