SKYSAIL WEALTH MANAGEMENT LLC

SKYSAIL WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 309367). Regulatory assets under management: $22.0M.

Registration

• CRD: 309367
• Type: Registered investment adviser
• Phone: (616)-329-4574
• Latest filing: 2026-04-02
• Regulatory AUM: $22.0M
• Discretionary AUM: $21.3M
• Non-discretionary AUM: $664K
• Clients: 1
• Accounts: 75

Business model

Compensation: % of AUM.

Clients served: 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 309367 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search