SKM Wealth Management, LLC

RIASEC & State Registered
Total AUM
$34.5M
Discretionary
$34.5M
100% of AUM
Avg account
$530K
Accounts
65
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
337373
Registered since
July 10, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI90.34%
  • Individuals9.66%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

SKM Wealth Management, LLC is an independent registered investment adviser based in Connecticut and registered with the SEC in 2025. The firm is structured as an LLC, owned by an individual, and focuses on serving individual and family clients. Its advisory offerings include financial planning, discretionary portfolio management for individuals and small businesses, and manager-selection services. SKM also operates as an insurance broker, which suggests it combines brokerage of insurance solutions with traditional wealth management. The firm identifies as a capital allocator, indicating a willingness to place client capital with third-party managers rather than relying solely on in-house strategies. Fee arrangements include a percentage-of-AUM component and hourly charges, reflecting a mix of ongoing asset-based relationships and project-based advisory work. SKM does not position itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 76%, Exchange Traded Equities 18%, Investment Grade Corp Bonds 2%, Cash & Cash Equivalents 2%, US Government Bonds 1%, State & Local Bonds 1%76%
  • Public Funds/Mutual Funds76%
  • Exchange Traded Equities18%
  • Investment Grade Corp Bonds2%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth