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Skylark Wealth, LLC
Skylark Wealth provides fee-only financial planning for tech professionals with equity compensation and for retirees turning savings into income.
Skylark Wealth, LLC
Skylark Wealth provides fee-only financial planning for tech professionals with equity compensation and for retirees turning savings into income. It is a fee-only fiduciary practice offering coordinated work across investments, taxes, retirement income, equity compensation, risk, and estate planning. The advisor works from San Francisco and virtually with clients across the U.S., with a deliberately small client roster.
General information
Firm type
RIA
Location
Country
U.S.
City
San Francisco
Principals
Michal Skowronski
CFP®, Founder & Principal
Michal Skowronski
CFP®, Founder & Principal
Frequently asked questions
Who runs investment decisions at Skylark Wealth, LLC?
No named principals or investment professionals have been identified in public filings, media reports, or the firm's own communications. Investment authority is unknown.
How does Skylark Wealth source proprietary deal flow?
There is no public record of Skylark Wealth engaging in deal sourcing. The firm has not been cited as a co-investor, lead investor, or limited partner in any transaction.
Does Skylark Wealth participate in fund commitments or only direct deals?
No fund commitments or direct investments by Skylark Wealth appear in any public database, regulatory filing, or news report. Its investment modality is unconfirmed.
What investment stages does Skylark Wealth typically target?
Stage preferences have not been disclosed. Without transactional evidence or a stated mandate, the firm's target stage — venture, growth, buyout, or credit — is unknown.
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