# SKYOAK WEALTH LLC

SKYOAK WEALTH LLC of SOUTHFIELD, MI is an SEC-registered investment adviser.

## Registration

- CRD: 299564
- Type: SEC-registered investment adviser
- SEC file number: 801-114715
- Location: 28411 NORTHWESTERN HWY, SUITE 760, SOUTHFIELD, MI, 48034
- Phone: 248-348-6500
- Latest filing: 2026-03-06
- Regulatory AUM: $692.7M
- Discretionary AUM: $692.7M
- Clients: 7
- Accounts: 1,230

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Ann Terese Zemann | CHIEF COMPLIANCE OFFICER | — |
| Craig Thomas Simmons | MANAGING PARTNER; OWNER | — |
| Jeremy Scott Brandt | MANAGING PARTNER; OWNER | — |
| Kenneth Grahm Brandt | MANAGING PARTNER; TRUSTEE | — |
| Kathryne A Jobson | MANAGER | — |
| Don Bradley Gill Iii | OWNER | — |
| SIMMONS CRAIG THOMAS | MANAGING PARTNER; OWNER | — |
| BRANDT KENNETH GRAHM | GRANTOR; MANAGING PARTNER; TRUSTEE | — |
| BRANDT JEREMY SCOTT | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER; MANAGING PARTNER; OWNER | — |
| ZEMANN ANN TERESE | CHIEF COMPLIANCE OFFICER | — |
| DAVIS MELISSA ANN | MANAGING PARTNER; OWNER | — |
| ASHKER MICHAEL | MANAGING PARTNER | — |
| Jobson Kathryne A | MANAGER | — |
| Hegener Joseph Louis | CHIEF INVESTMENT OFFICER | — |
| GILL III DON BRADLEY | OWNER | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299564/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299564/similar
- Related entities: https://search.stillhousedata.com/firm/299564/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299564

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.