SKYLARK WEALTH, LLC

Overview

Skylark Wealth, LLC is an independent registered investment adviser operating as an LLC and focused on individual and family clients. The firm’s advisory offering centers on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing portfolio management and standalone planning work. Investment activity is concentrated in publicly traded equities. The firm lists a clear preference for equity exposure and manages its assets primarily through exchange‑traded securities. Skylark Wealth is not identified as an active ESG investor and does not position itself as a capital allocator or a multi‑state adviser in the available data. With a small client roster, the firm appears structured to deliver personalized, account‑level portfolio management rather than mass-market model programs.

Assets & Accounts

Public Holdings

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Location & Offices