Skyoak Wealth, LLC
SkyOak Wealth, LLC is an SEC Registered Investment Adviser headquartered in Southfield, Michigan. The firm specializes in providing comprehensive investment management and advisory services to individuals, high net worth individuals, families, foundations, and institutions. Founded in 2011, SkyOak Wealth employs approximately 10 people and is dedicated to helping clients build, manage, and preserve their wealth through a client-centric, transparent approach.
Investment Strategy
SkyOak Wealth employs a diversified portfolio management approach focused on understanding each client's unique financial goals, risk tolerance, and investment preferences. The firm primarily serves individuals and high net worth clients, building customized investment strategies tailored to client objectives, utilizing a blend of equities, fixed income, and other asset classes. SkyOak Wealth acts as a fiduciary, emphasizing research-driven investment selection and financial planning to help clients attain long-term financial success.
Top Holdings
Equity Positions (248)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPST | J P MORGAN EXCHANGE TRADED F | 4.87% | $25.8M | 508,568 | $50.45 | $50.73 | +$569.2K |
S SPYV | SPDR SERIES TRUST | 4.74% | $25.1M | 453,593 | $40.40 | $55.33 | +$1.6M |
S SCHG | SCHWAB STRATEGIC TR | 4.34% | $23.0M | 720,297 | $17.64 | $31.91 | +$942.2K |
A AAPL | APPLE INC | 4.22% | $22.3M | 87,733 | $79.40 | $254.63 | +$3.7M |
I IUSV | ISHARES TR | 3.84% | $20.3M | 203,536 | $63.18 | $99.95 | +$777.9K |