Skylar Wealth Management, LLC

RIASEC RegisteredEst. 2026
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
3

Firm details

Headquarters
Pasadena, California
CRD number
341591
Registered since
July 8, 2026
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Skylar Wealth Management, LLC is a newly formed limited liability company that registered as an SEC adviser in 2026. The firm identifies as a capital allocator and lists owner type as a mix of a domestic entity and individual ownership. Its advisory scope centers on financial planning, portfolio management for individuals and small businesses, and selection of other advisers — indicating a model that will rely on third‑party managers for at least part of its investment implementation. Fee arrangements include percentage-of-AUM fees alongside hourly and fixed-fee options, suggesting flexibility in how it charges different client segments or planning engagements. The firm reports that it is not an active ESG investor, is not multi-state, and does not act as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Stephen Dutka

    Managing DirectorCRD 2539071

  • Kerry Kim

    CRD 3269994

  • Donald Servan

    Donald Servan

    Managing DirectorCRD 5921690

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth