Skylar Wealth Management, LLC
Firm details
- Headquarters
- Pasadena, California
- CRD number
- 341591
- Registered since
- July 8, 2026
- Website
- www.skylarwealth.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Skylar Wealth Management, LLC is an SEC-registered limited liability company formed in 2026 and identified as a capital allocator. The firm describes its core advisory services as financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. It is structured with a domestic entity/individual owner type and is not listed as a multi-state adviser or a pension consultant. Skylar is not flagged as an active ESG investor. Fee arrangements reported by the firm are flexible, combining a percentage-of-AUM component with the option for hourly billing and fixed fees. The firm’s classification is listed as unclassified, which — together with its recent registration year — is consistent with a newly formed advisory practice positioning itself to build client relationships and third-party manager relationships.
Assets & Accounts
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
Contacts
2 of 2Stephen Dutka
Managing DirectorCRD 2539071
Kerry Kim
CRD 3269994
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Pasadena, CA
Los Angeles
Location
Pasadena, CA
Headquartered in Pasadena, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 301 N Lake Ave
- Time zone
- PT (UTC-8)
- Office locations
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