Andrew Travis Wong
Investment Adviser Representative at SK Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Andrew Travis Wong is an investment adviser representative with SK Wealth Management, LLC in Providence, RI, where they have been registered since 2024, the year they entered the securities industry. They are registered to provide investment advice in Rhode Island.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Rhode Island
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- SK Wealth Management, LLCOct 2022 – no end date reportedProvidence, RI
- Wyndham DestinationsAug 2019 – Oct 2022Orlando, FL
- Wyndham DestinationsNov 2018 – Aug 2019Orlando, FL
- MarriottJan 2017 – Nov 2018Lake Buena Vista, FL
- StarwoodJan 2016 – Jan 2017Boston, MA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About SK Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $500,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, investment management, and corporate retirement planning. Investment management uses a combination of active and passive management strategies, including sustainable and impact investing incorporating ESG criteria, with a suggested minimum of $1,000,000 in assets under management.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Providence, RI
- SEC file number:
- 801-56304
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of January 30, 2026
View full firm profileOther advisors at SK Wealth Management, LLC
5 other advisors in the directory
Similar advisors in Providence, RI
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew Travis Wong has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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