# SK Wealth Management, LLC

> SK Wealth Management, LLC is an SEC-registered investment advisory firm in Providence, RI, registered since 1999, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated January 30, 2026.

- CRD: 109114
- Filed as: SK WEALTH MANAGEMENT, LLC
- Also doing business as: SK WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Providence, RI
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109114
- AdvisorCensus page: https://advisorcensus.com/firm/sk-wealth-management-llc-providence-ri-109114

## Quick answers

**How is SK Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), SK Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does SK Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated January 30, 2026 states: Hourly rate: $350 to $500 an hour (Other onetime consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is SK Wealth Management, LLC located?**
SK Wealth Management, LLC's principal office is in Providence, RI, according to its Form ADV.

**Is SK Wealth Management, LLC registered with the SEC or a state?**
SK Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 109114.

**How much does SK Wealth Management, LLC manage?**
SK Wealth Management, LLC reports $638,952,784 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (98% discretionary).

**How have SK Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for SK Wealth Management, LLC: Regulatory assets under management: $363,777,751 in the October 2021 data and $638,952,784 in the October 2026 data, up 76%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does SK Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (179); individuals (other than high net worth individuals) (140); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Which custodians does SK Wealth Management, LLC use?**
SK Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does SK Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109114

**Does SK Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 30, 2026 says: "In general, we set an overall portfolio minimum at $500,000. We do occasionally make exceptions to this policy"

**What changed in SK Wealth Management, LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $555,304,681 to $638,952,784 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 30, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> In general, we set an overall portfolio minimum at $500,000. We do occasionally make exceptions to this policy

- Hourly rate: $350 to $500 an hour (Other onetime consulting services)

> Other onetime consulting services may be billed at an hourly rate of $350-$500.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $638,952,784
- Discretionary: $628,503,810
- Non-discretionary: $10,448,974

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 140 | $64,035,506 |
| High net worth individuals | 179 | $573,781,027 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $1,081,455 |
| Corporations or other businesses not listed above | 1 | $54,796 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 1999 (27 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, MA, NH, NY, RI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- open.spotify.com/show/02FX8tdwuXotpUYBdvemWj
- podcasts.apple.com/us/podcast/sk-wealths-solutions-knowledge-podcast/id1259914695
- skwealth.com
- Facebook @SKWealthManagement
- LinkedIn @SK-WEALTH-MANAGEMENT-LLC
- YouTube @skwealthmanagementllc7375

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $363,777,751 | 6 | March 4, 2021 |
| October 2022 | $433,145,184 | 6 | March 1, 2022 |
| October 2023 | $377,172,586 | 6 | February 8, 2023 |
| October 2024 | $429,197,000 | 6 | July 9, 2024 |
| October 2025 | $555,304,681 | 6 | May 29, 2025 |
| October 2026 | $638,952,784 | 6 | January 30, 2026 |

Regulatory assets under management: $363,777,751 in the October 2021 data and $638,952,784 in the October 2026 data, up 76%.
Total employees: 6 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $555,304,681 to $638,952,784 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. SK Wealth Management, LLC (CRD 109114): Form ADV filing data as of October 2026.