Skyliner Wealth, LLC
● SEC registered since 2024CRD 332426SEC# 801-130948Bend, OR
Reg. AUM
$151.4M
Employees
5
Accounts
557
Location
Bend, OR
Skyliner Wealth, LLC assets under management
Skyliner Wealth, LLC operates as an SEC-registered investment adviser based in Bend, OR. The firm has been registered since 2024. It reports $151.4 million in regulatory assets under management and employs 5 people.
Skyliner Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ian Patrick Laimbeer Control | Member Of Llc. | 25-50% | 2025 |
| Mathew W Hunnicutt Control | Member Of Llc, And Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does Skyliner Wealth, LLC manage?
Skyliner Wealth, LLC reports $151.4 million in regulatory assets under management on its Form ADV.
How many employees does Skyliner Wealth, LLC have?
Skyliner Wealth, LLC reports 5 employees.
Where is Skyliner Wealth, LLC located?
Skyliner Wealth, LLC is based in Bend, OR and has been SEC-registered since 2024.
Does Skyliner Wealth, LLC disclose fund performance?
Skyliner Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 750 NW Charbonneau Street, Suite 201, Bend, OR 97703 |
| Phone | 541-588-5008 |
| Fax | 541-588-5009 |
| Office hours | 8a.m.-4p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$151.4M▲ 40%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$151.4Mregulatory AUM
Discretionary $151.4M