Skylar Wealth Management, LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Pasadena, California
CRD number
341591
Registered since
July 8, 2026
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Skylar Wealth Management, LLC is an SEC-registered limited liability company formed in 2026 and identified as a capital allocator. The firm describes its core advisory services as financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. It is structured with a domestic entity/individual owner type and is not listed as a multi-state adviser or a pension consultant. Skylar is not flagged as an active ESG investor. Fee arrangements reported by the firm are flexible, combining a percentage-of-AUM component with the option for hourly billing and fixed fees. The firm’s classification is listed as unclassified, which — together with its recent registration year — is consistent with a newly formed advisory practice positioning itself to build client relationships and third-party manager relationships.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Stephen Dutka

    Managing DirectorCRD 2539071

  • Kerry Kim

    CRD 3269994

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth