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SK WEALTH MANAGEMENT, LLC
50 Holden St
Providence, Rhode Island 02908-5757
Tel: 401-331-1575
About SK WEALTH MANAGEMENT, LLC
SK WEALTH MANAGEMENT, LLC, formally registered with the SEC as SK WEALTH MANAGEMENT, LLC. The firm was established in 03/15/1999. They have over 1 offices throughout the country.
SK WEALTH MANAGEMENT, LLC is a Providence, Rhode Island based Financial Planning firm with nearly $555,304,681 assets under management, offering retirement planning & investment advisory services to 1130 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109114 |
| SEC# | 801-56304 |
| Assets Managed by Firm | $555,304,681 |
| No. of Clients | 1130 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (TAX PREPARATION SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1130 | $555,304,681 |
| Individuals (other than high net worth individuals) | 171 | $62,362,638 |
| High net worth individuals | 162 | $491,384,485 |
| Pension and profit sharing plans | 3 | $981,745 |
| Corporations or other businesses | 1 | $575,813 |
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