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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