SKYOAK WEALTH LLC
Legal name: SKYOAK WEALTH
CRD #299564 SEC #801-114715 SOUTHFIELD, MI 248-348-6500
SEC Registered
Total AUM
$601.4M
Discretionary
$601.4M
Employees
10
Clients
101
Accounts
1,207
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $601.4M | $601.4M | $29.6K | 10 | 12 |
| Mar 2024 | $497M | $496.9M | $130.6K | 10 | 12 |
| Oct 2023 | $391.8M | $391.8M | $0 | 7 | 12 |
| Feb 2023 | $391.8M | $391.8M | $0 | 7 | 12 |
| Oct 2022 | $471.9M | $471.9M | $0 | 7 | 12 |
| Oct 2022 | $471.9M | $471.9M | $0 | 7 | 12 |
| Apr 2022 | $471.9M | $471.9M | $0 | 7 | 12 |
| Mar 2022 | $471.9M | $471.9M | $0 | 7 | 12 |
| Mar 2021 | $409.3M | $409.3M | $0 | 7 | 0 |
| Feb 2021 | $409.3M | $409.3M | $0 | 7 | 0 |
| Jan 2021 | $409.3M | $409.3M | $0 | 7 | 0 |
| Jul 2020 | $458.1M | $414.5M | $43.7M | 7 | 0 |
| Jun 2020 | $458.1M | $414.5M | $43.7M | 17 | 0 |
| Apr 2020 | $458.1M | $414.5M | $43.7M | 17 | 0 |
| Mar 2020 | $458.1M | $414.5M | $43.7M | 17 | 0 |
| Jan 2020 | $454.1M | $401.9M | $52.3M | 14 | 0 |
| Nov 2019 | $454.1M | $401.9M | $52.3M | 14 | 0 |
| Sep 2019 | $454.1M | $401.9M | $52.3M | 14 | 0 |
| Aug 2019 | $454.1M | $401.9M | $52.3M | 14 | 0 |
| Jul 2019 | $454.1M | $401.9M | $52.3M | 14 | 0 |
| May 2019 | $454.1M | $401.9M | $52.3M | 14 | 0 |
| Apr 2019 | $454.1M | $401.9M | $52.3M | 14 | 0 |
| Feb 2019 | $0 | $0 | $0 | 13 | 2 |
| Jan 2019 | $0 | $0 | $0 | 13 | 2 |
DateFeb 2025
Total AUM$601.4M
Discretionary$601.4M
Non-Disc.$29.6K
Employees10
Clients12
DateMar 2024
Total AUM$497M
Discretionary$496.9M
Non-Disc.$130.6K
Employees10
Clients12
DateOct 2023
Total AUM$391.8M
Discretionary$391.8M
Non-Disc.$0
Employees7
Clients12
DateFeb 2023
Total AUM$391.8M
Discretionary$391.8M
Non-Disc.$0
Employees7
Clients12
DateOct 2022
Total AUM$471.9M
Discretionary$471.9M
Non-Disc.$0
Employees7
Clients12
DateOct 2022
Total AUM$471.9M
Discretionary$471.9M
Non-Disc.$0
Employees7
Clients12
DateApr 2022
Total AUM$471.9M
Discretionary$471.9M
Non-Disc.$0
Employees7
Clients12
DateMar 2022
Total AUM$471.9M
Discretionary$471.9M
Non-Disc.$0
Employees7
Clients12
DateMar 2021
Total AUM$409.3M
Discretionary$409.3M
Non-Disc.$0
Employees7
Clients0
DateFeb 2021
Total AUM$409.3M
Discretionary$409.3M
Non-Disc.$0
Employees7
Clients0
DateJan 2021
Total AUM$409.3M
Discretionary$409.3M
Non-Disc.$0
Employees7
Clients0
DateJul 2020
Total AUM$458.1M
Discretionary$414.5M
Non-Disc.$43.7M
Employees7
Clients0
DateJun 2020
Total AUM$458.1M
Discretionary$414.5M
Non-Disc.$43.7M
Employees17
Clients0
DateApr 2020
Total AUM$458.1M
Discretionary$414.5M
Non-Disc.$43.7M
Employees17
Clients0
DateMar 2020
Total AUM$458.1M
Discretionary$414.5M
Non-Disc.$43.7M
Employees17
Clients0
DateJan 2020
Total AUM$454.1M
Discretionary$401.9M
Non-Disc.$52.3M
Employees14
Clients0
DateNov 2019
Total AUM$454.1M
Discretionary$401.9M
Non-Disc.$52.3M
Employees14
Clients0
DateSep 2019
Total AUM$454.1M
Discretionary$401.9M
Non-Disc.$52.3M
Employees14
Clients0
DateAug 2019
Total AUM$454.1M
Discretionary$401.9M
Non-Disc.$52.3M
Employees14
Clients0
DateJul 2019
Total AUM$454.1M
Discretionary$401.9M
Non-Disc.$52.3M
Employees14
Clients0
DateMay 2019
Total AUM$454.1M
Discretionary$401.9M
Non-Disc.$52.3M
Employees14
Clients0
DateApr 2019
Total AUM$454.1M
Discretionary$401.9M
Non-Disc.$52.3M
Employees14
Clients0
DateFeb 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients2
DateJan 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients2