SK WEALTH MANAGEMENT, LLC
CRD #109114 SEC #801-56304 PROVIDENCE, RI 401-331-1575
SEC Registered
Total AUM
$555.3M
Discretionary
$545.3M
Employees
6
Clients
101
Accounts
1,130
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $555.3M | $545.3M | $10M | 6 | 0 |
| Feb 2025 | $555.3M | $545.3M | $10M | 6 | 0 |
| Jul 2024 | $429.2M | $422.8M | $6.4M | 6 | 0 |
| Jun 2024 | $429.2M | $422.8M | $6.4M | 6 | 0 |
| Mar 2024 | $429.2M | $422.8M | $6.4M | 6 | 0 |
| Feb 2023 | $377.2M | $369.5M | $7.7M | 6 | 0 |
| Mar 2022 | $433.1M | $423.5M | $9.6M | 6 | 0 |
| Oct 2021 | $363.8M | $9.9M | $353.9M | 6 | 0 |
| Mar 2021 | $363.8M | $9.9M | $353.9M | 6 | 0 |
| Jun 2020 | $312.9M | $9.6M | $303.3M | 6 | 0 |
| Mar 2020 | $312.9M | $9.6M | $303.3M | 6 | 0 |
| Mar 2019 | $259.8M | $251.1M | $8.7M | 6 | 0 |
| May 2018 | $254.2M | $244.7M | $9.5M | 6 | 0 |
| Feb 2018 | $254.2M | $244.7M | $9.5M | 6 | 0 |
| Mar 2017 | $216.2M | $207.3M | $8.9M | 6 | 200 |
| Feb 2016 | $195.8M | $187.1M | $8.7M | 6 | 200 |
| Jun 2015 | $190M | $181M | $9M | 6 | 200 |
| Jan 2015 | $190M | $181M | $9M | 6 | 200 |
| Jun 2014 | $167.7M | $158.8M | $8.9M | 6 | 200 |
| Mar 2014 | $167.7M | $158.8M | $8.9M | 6 | 200 |
| Feb 2013 | $137.6M | $129.6M | $8M | 6 | 200 |
| Feb 2012 | $108.5M | $105.3M | $3.3M | 6 | 200 |
| Mar 2011 | $102.6M | $100M | $2.6M | 10 | -- |
| Mar 2010 | $93.7M | $93.7M | $0 | 10 | -- |
| Mar 2007 | $89.6M | $89.6M | $0 | 5 | -- |
| Mar 2006 | $68.4M | $68.4M | $0 | 5 | -- |
| Mar 2004 | $49M | $49M | $0 | 5 | -- |
DateMay 2025
Total AUM$555.3M
Discretionary$545.3M
Non-Disc.$10M
Employees6
Clients0
DateFeb 2025
Total AUM$555.3M
Discretionary$545.3M
Non-Disc.$10M
Employees6
Clients0
DateJul 2024
Total AUM$429.2M
Discretionary$422.8M
Non-Disc.$6.4M
Employees6
Clients0
DateJun 2024
Total AUM$429.2M
Discretionary$422.8M
Non-Disc.$6.4M
Employees6
Clients0
DateMar 2024
Total AUM$429.2M
Discretionary$422.8M
Non-Disc.$6.4M
Employees6
Clients0
DateFeb 2023
Total AUM$377.2M
Discretionary$369.5M
Non-Disc.$7.7M
Employees6
Clients0
DateMar 2022
Total AUM$433.1M
Discretionary$423.5M
Non-Disc.$9.6M
Employees6
Clients0
DateOct 2021
Total AUM$363.8M
Discretionary$9.9M
Non-Disc.$353.9M
Employees6
Clients0
DateMar 2021
Total AUM$363.8M
Discretionary$9.9M
Non-Disc.$353.9M
Employees6
Clients0
DateJun 2020
Total AUM$312.9M
Discretionary$9.6M
Non-Disc.$303.3M
Employees6
Clients0
DateMar 2020
Total AUM$312.9M
Discretionary$9.6M
Non-Disc.$303.3M
Employees6
Clients0
DateMar 2019
Total AUM$259.8M
Discretionary$251.1M
Non-Disc.$8.7M
Employees6
Clients0
DateMay 2018
Total AUM$254.2M
Discretionary$244.7M
Non-Disc.$9.5M
Employees6
Clients0
DateFeb 2018
Total AUM$254.2M
Discretionary$244.7M
Non-Disc.$9.5M
Employees6
Clients0
DateMar 2017
Total AUM$216.2M
Discretionary$207.3M
Non-Disc.$8.9M
Employees6
Clients200
DateFeb 2016
Total AUM$195.8M
Discretionary$187.1M
Non-Disc.$8.7M
Employees6
Clients200
DateJun 2015
Total AUM$190M
Discretionary$181M
Non-Disc.$9M
Employees6
Clients200
DateJan 2015
Total AUM$190M
Discretionary$181M
Non-Disc.$9M
Employees6
Clients200
DateJun 2014
Total AUM$167.7M
Discretionary$158.8M
Non-Disc.$8.9M
Employees6
Clients200
DateMar 2014
Total AUM$167.7M
Discretionary$158.8M
Non-Disc.$8.9M
Employees6
Clients200
DateFeb 2013
Total AUM$137.6M
Discretionary$129.6M
Non-Disc.$8M
Employees6
Clients200
DateFeb 2012
Total AUM$108.5M
Discretionary$105.3M
Non-Disc.$3.3M
Employees6
Clients200
DateMar 2011
Total AUM$102.6M
Discretionary$100M
Non-Disc.$2.6M
Employees10
Clients--
DateMar 2010
Total AUM$93.7M
Discretionary$93.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$89.6M
Discretionary$89.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$68.4M
Discretionary$68.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$49M
Discretionary$49M
Non-Disc.$0
Employees5
Clients--