Skyoak Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Southfield, MI. Its latest Form ADV filing, dated March 6, 2026, reports $693M in regulatory assets under management, 7 employees, 1 office, and 1,230 accounts.
Assets Under Management
$693M
Employees
7
Offices
1 office
Total Clients
450
Primary office
SOUTHFIELD, MI
28411 NORTHWESTERN HWY, SUITE 760, SOUTHFIELD, MI, United States
Top client segmentIndividuals represent 66.9% of total clients.
Top client categories% of clientsClients
1
Individuals
66.9%
301
2
HNWI
28.2%
127
3
Corporations
2.7%
12
4
Pension Plans
2.0%
9
5
Charitable
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$693Mas of March 6, 2026
Discretionary100.0%
$693M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$693M
Total Accounts1,230
10Y AUM Change+$693M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee64:1
10Y Employee Change-6 (-46.2%)
* 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.