LP Profile

SK Wealth Management

Also known as sk wealth

Wealth ManagerProvidence, United StatesFounded 1998
$434M
Assets Under Management
Providence
Headquarters
Investment Focus

About SK Wealth Management

SK Wealth is a fee-only financial planning and investment management firm that's dedicated to helping our clients achieve their financial goals. Learn more about our financial planning services.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to SK Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$639.0M
Total Clients
1,206
Filing Date
January 30, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to SK Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is SK Wealth Management?

SK Wealth Management is a wealth manager based in Providence, United States, managing approximately $434M in assets.

Where is SK Wealth Management headquartered?

SK Wealth Management is headquartered in Providence, United States.

How much does SK Wealth Management manage?

SK Wealth Management manages approximately $434M in assets under management.

When was SK Wealth Management founded?

SK Wealth Management was founded in 1998.

How can I contact SK Wealth Management?

Verified contact details, key decision-makers, and investment preferences for SK Wealth Management are available on LPbacked. Create a free account to access them.