# Skysail Wealth Management LLC

> Skysail Wealth Management LLC is a state-registered investment advisory firm, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 2, 2026.

- CRD: 309367
- Filed as: SKYSAIL WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: April 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309367
- AdvisorCensus page: https://advisorcensus.com/firm/skysail-wealth-management-llc-309367

## Quick answers

**How is Skysail Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Skysail Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Skysail Wealth Management LLC registered with the SEC or a state?**
Skysail Wealth Management LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309367.

**How much does Skysail Wealth Management LLC manage?**
Skysail Wealth Management LLC reports $21,991,314 in regulatory assets under management in its Form ADV filing dated April 2, 2026 (97% discretionary).

**What types of clients does Skysail Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (28); high net worth individuals (5); insurance companies (2).

**Does Skysail 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/309367

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $21,991,314
- Discretionary: $21,326,853
- Non-discretionary: $664,461

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $10,159,836 |
| High net worth individuals | 5 | $10,888,478 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 2 | $943,000 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Facebook @skysailwealthmanagement
- LinkedIn @skysail-wealth-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Skysail Wealth Management LLC (CRD 309367): Form ADV filing data as of October 2026.