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
Matthew Neyland
Chief Investment OfficerCRD 1184130
Jason Archambault
Chief Executive OfficerCRD 4377711
Contacts
3 of 5
Jason Da Ponte
Managing PartnerCRD 5117979
Mackenzie Richards
PartnerCRD 6031168
Andrew Wong
Associate Financial PlannerCRD 8003585
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
Similar firms
Newman Dignan & Sheerar, Inc
RIAProvidence, RI
Canton Hathaway LLC
RIAProvidence, RI
Strategicpoint Investment Advisors LLC
RIAProvidence, RI
Signet Investment Advisory Group, Inc.
RIAProvidence, RI
Upper90
RIAProvidence, RI
Weybosset Research & Management, LLC
RIAProvidence, RI