SKY RIDGE WEALTH MANAGEMENT LLC

SKY RIDGE WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 285137). Regulatory assets under management: $33.3M.

Registration

• CRD: 285137
• Type: Registered investment adviser
• Phone: 303-810-8291
• Latest filing: 2026-03-25
• Regulatory AUM: $33.3M
• Discretionary AUM: $28.7M
• Non-discretionary AUM: $4.6M
• Clients: 2
• Accounts: 66

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285137 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search