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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 Aug 17, 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 |
|---|---|---|---|
| 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.