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SKYOAK WEALTH

SOUTHFIELD, MI · CRD 299564 · IAPD ↗ · skyoakwealth.com · 248-348-6500

$692.7MRegulatory AUM
4Advisory reps
7Employees
9Clients
101-250Planning clients
0Private funds
9States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — SKYOAK WEALTH notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — SKYOAK WEALTH's Item 11 disclosure-reporting entries rose by 4 (0 -> 4).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
70
March 2025 — SKYOAK WEALTH crossed $500M in regulatory AUM ($497.0M -> $601.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
63
April 2024 — SKYOAK WEALTH reported RAUM up 27% ($391.8M -> $497.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2024 — SKYOAK WEALTH now reports custody of client assets ($113.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.