Skysail Wealth Management LLC

Overview

Skysail Wealth Management LLC is a small RIA focused on discretionary portfolio management for individuals and small businesses, with a fee model built around a percentage of assets under management. The firm’s investment posture leans strongly toward public equities, using exchange-traded securities as the primary vehicle for client exposure. Its client base spans high-net-worth individuals and families as well as some institutional relationships, with portfolio construction that favors liquid, equity-driven strategies while preserving the flexibility to allocate to private and less liquid opportunities when appropriate. The firm does not position itself as an active ESG investor, and its advisory mandate is concentrated on traditional wealth management rather than pension consulting or broader multi-state advisory networks. Portfolio management is the core advisory activity noted in filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices