Skylar Wealth Management, LLC
Firm details
- Headquarters
- Pasadena, California
- CRD number
- 341591
- Registered since
- July 8, 2026
- Website
- www.skylarwealth.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Skylar Wealth Management, LLC is a newly formed limited liability company that registered as an SEC adviser in 2026. The firm identifies as a capital allocator and lists owner type as a mix of a domestic entity and individual ownership. Its advisory scope centers on financial planning, portfolio management for individuals and small businesses, and selection of other advisers — indicating a model that will rely on third‑party managers for at least part of its investment implementation. Fee arrangements include percentage-of-AUM fees alongside hourly and fixed-fee options, suggesting flexibility in how it charges different client segments or planning engagements. The firm reports that it is not an active ESG investor, is not multi-state, and does not act as a pension consultant or related adviser.
Assets & Accounts
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
Contacts
3 of 3Stephen Dutka
Managing DirectorCRD 2539071
Kerry Kim
CRD 3269994

Donald Servan
Managing DirectorCRD 5921690
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Pasadena, CA
Los Angeles
Location
Pasadena, CA
Headquartered in Pasadena, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 301 N Lake Ave
- Time zone
- PT (UTC-8)
- Office locations
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