SKY Ridge Wealth Management LLC

Overview

SKY Ridge Wealth Management LLC is an independent, individual-owned registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small business owners. The firm runs a relatively concentrated practice with a client base of high-net-worth households, favoring pooled public funds and mutual funds as the primary vehicle for core allocations. Discretionary management dominates the book, and the advisory model combines asset-based fees with occasional hourly planning engagements. The firm does not identify as an active ESG investor and does not operate as a multi-state or pension consultant adviser. Investment activity centers on diversified multi-asset exposure delivered through third-party pooled vehicles rather than heavy direct-stock trading. Where the firm supplements core mutual fund positions, it allocates selectively to externally managed alternatives — hedge fund strategies, private real estate and REIT exposure, and fund-of-funds structures — to add non-correlated return streams and income-oriented real assets to client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices