# SKP Wealth

> SKP Wealth is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 331673
- Filed as: SKP WEALTH
- Legal name: SKP Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331673
- AdvisorCensus page: https://advisorcensus.com/firm/skp-wealth-331673

## Quick answers

**How is SKP Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), SKP Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is SKP Wealth registered with the SEC or a state?**
SKP Wealth is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331673.

**How much does SKP Wealth manage?**
SKP Wealth reports $1,909,937 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (79% discretionary).

**What types of clients does SKP Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15).

**Does SKP Wealth 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/331673

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,909,937
- Discretionary: $1,512,488
- Non-discretionary: $397,449

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $1,909,937 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [skp-wealth.com](https://skp-wealth.com)
- LinkedIn @liran-amir-7959654

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. SKP Wealth (CRD 331673): Form ADV filing data as of October 2026.