Allocator Index · CRD 109114

SK WEALTH MANAGEMENT, LLC

Providence, RI · 401-331-1575 · linkedin.com/company/sk-wealth-management-llc/

SEC IAPD record ↗

Fit score

54

  • aum $250M-$3.0B+22
  • hnw>=75+16
  • hnw_majority+8
  • employees 3-60+8

HNW clients

179

Other individuals

140

HNW assets

$573.8M

Total AUM

$639.0M

Employees

6

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.