SKP Wealth

Overview

SKP Wealth is a small, independent registered investment adviser organized as an LLC that serves individual and family clients. The firm emphasizes portfolio management and financial planning, offering both discretionary and non‑discretionary services alongside pension consulting and client education. SKP Wealth identifies as an active ESG investor and runs a fee schedule that includes percentage-of-AUM charges as well as hourly and fixed fees, enabling flexibility for planning engagements and one‑off advice. Investment activity tilts toward public equities: the largest portion of client assets is placed in exchange‑traded equities and ETFs, and the firm shows a clear preference for equity exposure within managed sleeves. For diversification beyond public markets, SKP Wealth allocates to third‑party real estate managers and supplements equity holdings with mutual funds. The advisory mix and small client base point to a boutique, hands‑on approach with customized portfolios and educational outreach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices