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Skyliner Wealth, LLC

● SEC registered since 2024CRD 332426SEC# 801-130948Bend, OR
Export (members)
Reg. AUM
$108.5M
Employees
3
Accounts
452
Location
Bend, OR

Skyliner Wealth, LLC assets under management

Skyliner Wealth, LLC operates as an SEC-registered investment adviser based in Bend, OR. The firm has been registered since 2024. It reports $108.5 million in regulatory assets under management and employs 3 people.
www.mytruewealthgroup.comView on SEC.gov ↗

Skyliner Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
Mathew W Hunnicutt ControlMember Of Llc, And Chief Compliance OfficerOver 75%2024

Frequently asked questions

How much does Skyliner Wealth, LLC manage?

Skyliner Wealth, LLC reports $108.5 million in regulatory assets under management on its Form ADV.

How many employees does Skyliner Wealth, LLC have?

Skyliner Wealth, LLC reports 3 employees.

Where is Skyliner Wealth, LLC located?

Skyliner Wealth, LLC is based in Bend, OR and has been SEC-registered since 2024.

Does Skyliner Wealth, LLC disclose fund performance?

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

Contact & registration

Address750 NW Charbonneau Street, Suite 201, Bend, OR 97703
Phone541-588-5008
Fax541-588-5009
Office hours8a.m.-4p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$108.5M
Non-discretionary$0
Total (RAUM)$108.5M