SKM Wealth Management, LLC

RIASEC & State Registered

Total AUM

$34.5M

Discretionary

$34.5M

100% of AUM

Avg account

$530K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 337373
Registered since: July 10, 2025
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI90.34%
Individuals9.66%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

SKM Wealth Management, LLC is an independent registered investment adviser based in Connecticut and registered with the SEC in 2025. The firm is structured as an LLC, owned by an individual, and focuses on serving individual and family clients. Its advisory offerings include financial planning, discretionary portfolio management for individuals and small businesses, and manager-selection services. SKM also operates as an insurance broker, which suggests it combines brokerage of insurance solutions with traditional wealth management. The firm identifies as a capital allocator, indicating a willingness to place client capital with third-party managers rather than relying solely on in-house strategies. Fee arrangements include a percentage-of-AUM component and hourly charges, reflecting a mix of ongoing asset-based relationships and project-based advisory work. SKM does not position itself as an active ESG investor.