SKM Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
SKM Wealth Management, LLC provides asset management and financial planning and consulting to individuals and high‑net‑worth clients, offering both discretionary and non‑discretionary portfolio management alongside standalone planning engagements. The firm reports about $34.5 million in assets under management across roughly 31 client relationships and documents client goals, risk tolerance, and time horizons to tailor services.
The firm’s investment approach uses strategic asset allocation and core‑satellite techniques, and may incorporate fundamental and technical analysis as well as tactical adjustments; cash is treated as an asset class and accounts are reviewed at least quarterly. SKM may engage third‑party sub‑advisors to manage portions of client portfolios and retains authority to select and terminate those sub‑advisors, and it requires use of a specified custodian for client accounts.
A noteworthy feature is that the firm’s principal maintains a licensed insurance practice and spends a small portion of time selling insurance products, earning commissions for those sales — a conflict disclosed in the brochure and described as mitigated through disclosure and the firm’s fiduciary obligations. Other operational distinctions include a stated household account minimum of $500,000 and a policy that the firm does not vote client proxies (clients vote their own), which differs from some peers.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% annually $2,000,000.01 - $5,000,000: 0.75% annually $5,000,000.01 - $10,000,000: 0.50% annually $10,000,000.01+: Negotiable
$300 per hour for financial planning
Account minimum: $500,000
Main office
Wethersfield CT
Advisors at this office
1
Most active in
Connecticut
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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