| Name | Title | Ownership | Since |
|---|---|---|---|
| Agility Partners, Inc. Control | Owner | 10-25% | 2019 |
| Ann Terese Zemann Control | Chief Compliance Officer | Under 5% | 2020 |
| Brandt Holdings Corp. | Owner | 25-50% | 2019 |
Skyoak Wealth LLC reports $601.4 million in regulatory assets under management on its Form ADV.
Skyoak Wealth LLC reports 10 employees.
Skyoak Wealth LLC is based in Southfield, MI and has been SEC-registered since 2019.
Skyoak Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 28411 Northwestern Hwy, Suite 760, Southfield, MI 48034 |
| Phone | 248-348-6500 |
| Fax | 248-358-5825 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $601.4M |
| Non-discretionary | $30K |
| Total (RAUM) | $601.4M |