Skyoak Wealth LLC
● SEC registered since 2019CRD 299564SEC# 801-114715Southfield, MI
Reg. AUM
$692.7M
Employees
7
Accounts
1,230
Location
Southfield, MI
Skyoak Wealth LLC assets under management
Skyoak Wealth LLC is an SEC-registered investment adviser based in Southfield, MI. The firm has been registered since 2019. It reports $692.7 million in regulatory assets under management and employs 7 people.
Skyoak Wealth LLC owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Agility Partners, Inc. Control | Owner | 10-25% | 2019 |
| Ann Terese Zemann Control | Chief Compliance Officer | Under 5% | 2020 |
| Brandt Holdings Corp. | Owner | 25-50% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Skyoak Wealth LLC manage?
Skyoak Wealth LLC reports $692.7 million in regulatory assets under management on its Form ADV.
How many employees does Skyoak Wealth LLC have?
Skyoak Wealth LLC reports 7 employees.
Where is Skyoak Wealth LLC located?
Skyoak Wealth LLC is based in Southfield, MI and has been SEC-registered since 2019.
Does Skyoak Wealth LLC disclose fund performance?
Skyoak Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 28411 Northwestern Hwy, Suite 760, Southfield, MI 48034 |
| Phone | 248-348-6500 |
| Fax | 248-358-5825 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$692.7M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$692.7Mregulatory AUM
Discretionary $692.7M