PROVIDENCE, RICRD 109114Latest ADV January 30, 2026
Sk Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Providence, RI. Its latest Form ADV filing, dated January 30, 2026, reports $639M in regulatory assets under management, 6 employees, 4 offices, and 1,206 accounts.
Top client segmentHNWI represent 55.4% of total clients.
Top client categories% of clientsClients
1
HNWI
55.4%
179
2
Individuals
43.3%
140
3
Pension Plans
0.9%
3
4
Corporations
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$639Mas of January 30, 2026
Discretionary98.4%
$629M
98% of total RAUM98.4%
Non-discretionary1.6%
$10M
2% of total RAUM1.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$639M
Total Accounts1,206
10Y AUM Change+$423M (+195.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee54:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.