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SKYVIEW FINANCIAL GROUP, LLC

PONTE VEDRA BEACH, FL · CRD 310581 · IAPD ↗ · (888) 406-0444

$286.6MRegulatory AUM
2Advisory reps
3Employees
362Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2025 — SKYVIEW FINANCIAL GROUP, LLC reported RAUM up 166% ($103.0M -> $273.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
March 2024 — SKYVIEW FINANCIAL GROUP, LLC (PONTE VEDRA BEACH, FL) is newly SEC-registered with $103.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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