# SKM Wealth Management, LLC

> SKM Wealth Management, LLC is a state-registered investment advisory firm, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.

- CRD: 337373
- Filed as: SKM WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Connecticut
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337373
- AdvisorCensus page: https://advisorcensus.com/firm/skm-wealth-management-llc-337373

## Quick answers

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

**Is SKM Wealth Management, LLC registered with the SEC or a state?**
SKM Wealth Management, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 337373.

**How much does SKM Wealth Management, LLC manage?**
SKM Wealth Management, LLC reports $34,455,995 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary).

**How have SKM Wealth Management, LLC's assets and staff changed since 2025?**
In the Form ADV data for SKM Wealth Management, LLC: Regulatory assets under management: $0 in the October 2025 data and $34,455,995 in the October 2026 data. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does SKM Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (21); individuals (other than high net worth individuals) (10).

**Does SKM 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/337373

**What changed in SKM Wealth Management, LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $28,770,061 to $34,455,995 (+20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $34,455,995
- Discretionary: $34,455,995
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $3,327,076 |
| High net worth individuals | 21 | $31,128,919 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- skmwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 1 | June 10, 2025 |
| October 2026 | $34,455,995 | 1 | September 30, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $34,455,995 in the October 2026 data.
Total employees: 1 in October 2025 and 1 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $28,770,061 to $34,455,995 (+20%).

### December 2025
- Regulatory assets under management went from $0 to $18,746,402.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. SKM Wealth Management, LLC (CRD 337373): Form ADV filing data as of October 2026.