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Sk Wealth Management, LLC

● SEC registered since 1999CRD 109114SEC# 801-56304Providence, RI
Export (members)
Reg. AUM
$555.3M
Employees
6
Accounts
1,130
Location
Providence, RI

Sk Wealth Management, LLC assets under management

Sk Wealth Management, LLC operates as an SEC-registered investment adviser based in Providence, RI. The firm has been registered since 1999. It reports $555.3 million in regulatory assets under management and employs 6 people.
skwealth.comView on SEC.gov ↗

Sk Wealth Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Jason Eric Archambault ControlCeo, Chief Compliance Officer50-75%2011
Jason Manuel Da Ponte ControlMember25-50%2017
MacKenzie Moen RichardsPartner, Client Relationship Manager10-25%2025
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Frequently asked questions

How much does Sk Wealth Management, LLC manage?

Sk Wealth Management, LLC reports $555.3 million in regulatory assets under management on its Form ADV.

How many employees does Sk Wealth Management, LLC have?

Sk Wealth Management, LLC reports 6 employees.

Where is Sk Wealth Management, LLC located?

Sk Wealth Management, LLC is based in Providence, RI and has been SEC-registered since 1999.

Does Sk Wealth Management, LLC disclose fund performance?

Sk Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address50 Holden St, Providence, RI 02908-5757
Phone401-331-1575
Fax401-331-9040
Office hours8:30-5:00
SEC regionBoston Regional Office (BRO)
CIK1867958
Discloses disciplinary historyNo

Assets under management

Discretionary$545.3M
Non-discretionary$10M
Total (RAUM)$555.3M