Data / Investment advisers / Michigan / Skyoak Wealth
Skyoak Wealth, Southfield, MI: $693 million AUM, SEC registered investment adviser
Skyoak Wealth is an SEC registered investment adviser with its main office in Southfield, Michigan and reports $693 million in regulatory assets under management in its Form ADV filed March 6, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 299564
- SEC file number
- 801-114715
- SEC status
- Approved, effective January 16, 2019
- Legal name
- Skyoak Wealth LLC
- Main office
- 28411 Northwestern Hwy Suite 760, Southfield, MI 48034
- Phone
- (248) 348-6500
- Website
- skyoakwealth.com
- Regulatory AUM
- $692,739,420 in the Form ADV filed March 6, 2026
- Discretionary AUM
- $692,739,420
- Accounts
- 1,230
- Employees
- 7, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- March 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 127 | $578.3 million |
| Individuals (other than high net worth individuals) | 301 | $87.6 million |
| Corporations or other businesses | 12 | $21.9 million |
| Charitable organizations | 1 | $4.9 million |
| Pension and profit sharing plans | 9 | Not listed |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $692.7 million | March 6, 2026 |
| December 1, 2025 | $601.4 million | February 21, 2025 |
Other advisers in Southfield
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Hantz Financial Services, Inc. | Southfield | $10.00 billion | 5 | adviserinfo.sec.gov |
| Advance Capital Management Inc | Southfield | $4.98 billion | Not listed | adviserinfo.sec.gov |
| Corecap Advisors | Southfield | $3.99 billion | Not listed | adviserinfo.sec.gov |
| Center for Financial Planning Inc | Southfield | $1.97 billion | Not listed | adviserinfo.sec.gov |
| Peninsula Capital Partners, L.L.C. | Southfield | $1.04 billion | 4 | adviserinfo.sec.gov |
| Plante Moran Real Estate Investment Advisors | Southfield | $261.3 million | Not listed | adviserinfo.sec.gov |
| SG Real Estate I | Southfield | $203.5 million | 5 | adviserinfo.sec.gov |
| Cig Asset Management, Inc. | Southfield | $192.5 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Southfield, MI
- Investment advisers in Michigan
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Skyoak Wealth on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.