Skyoak Wealth
Skyoak Wealth is an SEC-registered wealth manager in Southfield, MI with $692.7M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Skyoak Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299564, SEC 801-114715, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $692.7M (2026-03-06)
- Firm type
- Wealth Manager
- Location
- Southfield, MI
- Employees
- 7
- Clients
- 450
- CRD
- 299564
- Ownership
- BRANDT, JEREMY, SCOTT; DAVIS, JENNIFER, ANN; BRANDT, KENNETH, GRAHM; AGILITY PARTNERS, INC.; Hegener, Joseph, Louis
How much AUM does Skyoak Wealth have?
Skyoak Wealth reported $692.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Skyoak Wealth?
Disclosed owners and executives of Skyoak Wealth include BRANDT, JEREMY, SCOTT, DAVIS, JENNIFER, ANN, BRANDT, KENNETH, GRAHM, AGILITY PARTNERS, INC., Hegener, Joseph, Louis. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.