Skyoak Wealth - Investment Advisers

About Skyoak Wealth

Skyoak Wealth LLC is an investment adviser headquartered in Southfield, Michigan, with regulatory assets under management of $692.74 million and seven employees. The firm describes itself as a boutique wealth management practice serving families, individuals, and institutions. Its services cover investment management and financial planning across the stages of life, including business transitions, retirement preparation, and major life changes. The firm states that its advisers have more than 100 years of combined experience and that they work alongside a client's other professionals to coordinate financial strategies. It also says it intentionally works with a select group of clients who may benefit most from its guidance. The firm is one of the investment advisers in Michigan listed in this directory. Its registered status and activity can be compared with other entries in the directory of US investment advisers. Skyoak Wealth's website is skyoakwealth.com, where the firm presents its team and approach to client advocacy. The firm emphasizes continuity, describing its plans as intended to support clients and their families for decades to come.

Key Facts

Assets Under Management

$692.74M

Employees

7

SEC File Number

801-114715