SK WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- PROVIDENCE, Rhode Island
- CRD number
- 109114
- Registered since
- March 15, 1999
- Website
- skwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.8%
- Individuals10.02%
- Pension & Profit Sharing Plans0.17%
- Corporations / Businesses0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
SK Wealth Management, LLC is an independent registered investment adviser formed in 1999 and organized as an LLC under individual ownership. The firm serves both individual & family and institutional clients and emphasizes financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. SK Wealth does not identify as an active ESG investor. The firm maintains an industry affiliation with an accountant, which suggests an emphasis on coordinating tax and reporting matters with clients’ accounting advisors. SK Wealth’s business model appears focused on advice and discretionary portfolio management rather than operating as a capital allocator or multistate advisory platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds57%
- Exchange Traded Equities38%
- State & Local Bonds4%
- Other1%
Owners & executives
2 of 2MATTHEW NEYLAND
Chief Investment OfficerCRD 1184130
JASON ARCHAMBAULT
Chief Executive OfficerCRD 4377711
Contacts
3 of 5JASON DA PONTE
Managing PartnerCRD 5117979
MACKENZIE RICHARDS
PartnerCRD 6031168
Andrew Wong
Associate Financial PlannerCRD 8003585
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$437M in ETFs
37%
$162M
37%
$276M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF (GPIX) | Goldman Sachs | Active | Derivative Income | $45.8M | 909,777 | 10.46% |
Location
PROVIDENCE, RI
PROVIDENCE
Location
PROVIDENCE, RI
Headquartered in PROVIDENCE, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- PROVIDENCE
- Address
- 50 Holden St
- Time zone
- ET (UTC-5)
- Office locations
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