A complete list of active advisors currently associated with SKM Wealth Management, LLC

Warmer can help you find a great advisor at SKM Wealth Management, LLC or one who fits your needs even better.

SKM Wealth Management, LLC is an independent, single-advisor registered investment adviser that provides discretionary and non-discretionary portfolio management and financial planning and consulting to individual and high‑net‑worth clients; the firm manages roughly $28.8 million across a small client base. It bills for investment management on an asset‑based basis and offers standalone planning engagements on a fee basis. The firm builds client portfolios around documented goals, time horizons and risk tolerance and employs a mix of strategic and tactical asset‑allocation approaches, including core‑satellite strategies, fundamental and technical analysis, and both long‑ and short‑term holdings. SKM may hire third‑party sub‑advisors to manage all or portions of client accounts while retaining overall client relationship and conducts periodic (typically quarterly) reviews that consider rebalancing and tax‑loss harvesting opportunities. What is distinctive about SKM compared with many independent peers is that the firm’s principal also maintains a separate insurance‑licensing activity and sells insurance products for separate commissions, a practice the brochure discloses and notes as a potential conflict of interest with mitigation measures. The firm is also notable for its small scale—solo ownership with a limited client roster—while frequently employing sub‑advisors and a specified custodian relationship, which may affect trade execution and available research or soft‑dollar benefits.

To learn more about the advisors currently working at SKM Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.