Skyoak Wealth
SEC RegisteredBring Your Legacy to Life
About the firm
At SkyOak Wealth, we provide successful families, individuals, and institutions with a boutique wealth management experience. Led by a multi-generational team of advisors with over 100 years of combined experience, the firm prioritizes meaningful relationships, goal setting, and total financial coordination at every stage of life.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, wealth management, asset protection, and legacy strategies, including custom portfolio design, holistic financial planning, tax-focused planning, risk assessment and mitigation, insurance analysis, liability management, and estate and trust planning.
Who they serve
Successful families, individuals, and institutions, including executives, entrepreneurs, professionals, pre-retirees, recent retirees, businesses, institutions, and those experiencing life after loss or divorce.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 301 | $88M |
| High Net Worth Individuals | 127 | $578M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 9 | $0 |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
9 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Skyoak Wealth 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 the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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