SKM WEALTH MANAGEMENT, LLC

SKM WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 337373). Regulatory assets under management: $28.8M.

Registration

• CRD: 337373
• SEC file number: 801-133852
• Type: Registered investment adviser
• Phone: 203-518-0329
• Latest filing: 2026-03-19
• Regulatory AUM: $28.8M
• Discretionary AUM: $28.8M
• Clients: 1
• Accounts: 55

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337373 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search