# Sky Ridge Wealth Management LLC

> Sky Ridge Wealth Management LLC is a state-registered investment advisory firm, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 285137
- Filed as: SKY RIDGE WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/285137
- AdvisorCensus page: https://advisorcensus.com/firm/sky-ridge-wealth-management-llc-285137

## Quick answers

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

**Is Sky Ridge Wealth Management LLC registered with the SEC or a state?**
Sky Ridge Wealth Management LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 285137.

**How much does Sky Ridge Wealth Management LLC manage?**
Sky Ridge Wealth Management LLC reports $33,303,416 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (86% discretionary).

**What types of clients does Sky Ridge Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (17).

**Does Sky Ridge 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/285137

## 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: $33,303,416
- Discretionary: $28,725,721
- Non-discretionary: $4,577,695

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $377,430 |
| High net worth individuals | 17 | $32,925,986 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- skyridgewealthmanagement.com
- LinkedIn @sky-ridge-wealth-management-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sky Ridge Wealth Management LLC (CRD 285137): Form ADV filing data as of October 2026.