SK Wealth Management, LLC
Firm details
- Headquarters
- Providence, Rhode Island
- CRD number
- 109114
- Registered since
- March 15, 1999
- Website
- skwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.8%
- Individuals10.02%
- Pension & Profit Sharing Plans0.17%
- Corporations / Businesses0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
SK Wealth Management, LLC is an independent registered investment adviser that has been operating since 1999 and is owned by an individual. The firm works with both individual and family clients as well as institutional relationships. Its client services include financial planning, portfolio management for individuals and small businesses, and pension consulting. SK Wealth charges on multiple bases — percentage of assets under management, hourly fees, and fixed fees — and does not function as a capital allocator to outside managers. The firm is not described as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds57%
- Exchange Traded Equities38%
- State & Local Bonds4%
- Other1%
Owners & executives
2 of 2
Jason Archambault
Chief Executive OfficerCRD 4377711
Matthew Neyland
Chief Investment OfficerCRD 1184130
Contacts
3 of 5
Cheryl Dugas Ethier
Senior Client Relationship ManagerCRD 5734039
Andrew Cayer
Financial PlannerCRD 6849926
Mackenzie Richards
PartnerCRD 6031168
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 71Active vs passive
$544M in ETFs
30%
$164M
36%
$380M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF (GPIX) | Goldman Sachs | Active | Derivative Income | $57.9M | 1,026,659 | 10.64% |
Location
Providence, RI
Providence
Location
Providence, RI
Headquartered in Providence, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Providence
- Address
- 50 Holden St
- Time zone
- ET (UTC-5)
- Office locations
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