Skylar Wealth Management, LLC

Skylar Wealth Management is a newly registered advisory firm that states it will serve individuals (including high‑net‑worth clients), trusts, pension plans and business entities with asset management, wealth advisory, family office services, standalone financial planning, and bookkeeping and bill‑pay services. The brochure indicates the firm had no assets, clients, or active registered advisors at the time of registration but plans to provide individualized portfolio management for individual clients.

The firm describes an investment approach that combines modern portfolio theory with fundamental, technical, quantitative and qualitative analysis and implements portfolios using individual stocks, bonds, ETFs, mutual funds, options and other instruments. It routinely uses third‑party money managers as sub‑advisers, conducting initial due diligence and ongoing monitoring and may structure fee arrangements that share advisory compensation with those managers.

Distinctive features include sponsorship of a wrap fee program alongside offering hourly and flat‑fee planning and family office work and bill‑pay/bookkeeping services—combinations the brochure and industry data indicate are uncommon for firms without active advisors. The firm also notes it does not act as a private fund adviser and discloses operational arrangements (including client online access and check‑writing/bill‑pay authority) that give rise to custody considerations and related audit safeguards.