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Building 2SKYOAK WEALTH MANAGEMENT, INC.

Map pinLAS VEGAS, NV
Phone800-971-8070
NotebookSEC #801-96191
Total AUM
$127.3M
Employees
10
Clients
210

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
410 S. RAMPART BLVD.
SUITE 390
LAS VEGAS
NV 89145
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
800-971-8070
Other Offices
5

ReceiptFinancials

Total AUM
$127.3M
Accounts
515
Discretionary
$71.5M
Accounts
404
Non-Discretionary
$55.8M
Accounts
111

ContactClients

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Individual Clients
165
AUM
$44.2M
HNW Individual Clients
20
AUM
$62.4M
Pension/Profit Sharing Plan Clients
18
AUM
$18.8M
Charitable Organization Clients
2
AUM
$404K
Corporation or Business Clients
5
AUM
$1.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SERVICE FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVORTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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