SKM Wealth Management, LLC

Overview

SKM Wealth Management, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses, and it also provides selection-of-other-advisers services. SKM functions as a capital allocator at a small scale and delivers advisory services alongside insurance brokerage capabilities. Investment activity centers on public funds and mutual funds as the primary building blocks for client portfolios. The firm is not an active ESG investor and does not position itself as a multi-state or pension consultant. SKM uses a fee model that combines a percentage of assets under management with hourly charges, which supports advisory engagements that range from ongoing portfolio management to project-based planning work.

Assets & Accounts

Investments & Alternatives

Location & Offices