Sk Wealth Management, LLC
● SEC registered since 1999CRD 109114SEC# 801-56304Providence, RI
Reg. AUM
$639M
Employees
6
Accounts
1,206
Location
Providence, RI
Sk Wealth Management, LLC assets under management
Sk Wealth Management, LLC operates as an SEC-registered investment adviser based in Providence, RI. The firm has been registered since 1999. It reports $639 million in regulatory assets under management and employs 6 people.
Sk Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Eric Archambault Control | Ceo, Chief Compliance Officer | 50-75% | 2011 |
| Jason Manuel Da Ponte Control | Member | 25-50% | 2017 |
| MacKenzie Moen Richards | Partner, Client Relationship Manager | 10-25% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Sk Wealth Management, LLC manage?
Sk Wealth Management, LLC reports $639 million in regulatory assets under management on its Form ADV.
How many employees does Sk Wealth Management, LLC have?
Sk Wealth Management, LLC reports 6 employees.
Where is Sk Wealth Management, LLC located?
Sk Wealth Management, LLC is based in Providence, RI and has been SEC-registered since 1999.
Does Sk Wealth Management, LLC disclose fund performance?
Sk Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 50 Holden St, Providence, RI 02908-5757 |
| Phone | 401-331-1575 |
| Fax | 401-331-9040 |
| Office hours | 8:30-5:00 |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1867958 |
| Discloses disciplinary history | No |
Regulatory AUM
$639M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$639Mregulatory AUM
Discretionary $628.5MNon-discretionary $10.4M