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SkyOak Wealth
SkyOak Wealth was established as a multi-family office serving high-net-worth clients with coordinated financial services. Craig T. Simmons, Jeremy Brandt, and...
SkyOak Wealth
SkyOak Wealth was established as a multi-family office serving high-net-worth clients with coordinated financial services. Craig T. Simmons, Jeremy Brandt, and Ken Brandt lead the firm as managing and partner-level advisors. No public record discloses the specific family or operating business that originated the platform. The firm allocates across private equity, real estate, hedge funds, private credit, infrastructure, natural resources, commodities, digital assets, and fund-of-funds vehicles. It covers buyout, early-stage, growth, and late-stage opportunities. Geographic reach centers on North America with confirmed exposure in the United States. No named portfolio companies appear in public materials. SkyOak Wealth lists seven offices including Southfield, Michigan; Boca Raton, Florida; San Francisco; Scottsdale, Arizona; Newport Beach, California; Oregon; and its Las Vegas headquarters. The team reports over 100 years of combined experience. No dated operational events from the last 24 months are recorded in available sources. The firm operates as a registered investment advisor that accepts external clients beyond any single family, creating a hybrid multi-family platform. This structure separates it from pure single-family offices while maintaining direct principal involvement in client mandates.
General information
Firm type
Multi Family Office
Year founded
2010
Location
Region
North America
Country
United States
City
Southfield
Corporate office
Las Vegas, NV, United States
Additional offices
Southfield, MI · Boca Raton, FL · San Francisco, CA · Scottsdale, AZ · Newport Beach, CA · Oregon
Principals
Craig T. Simmons
Managing Partner | Private Wealth Advisor
Jeremy Brandt
Managing Partner | Private Wealth Advisor | Deputy Compliance Officer
Ken Brandt
Partner | Private Wealth Advisor
D. Bradley Gill III
Partner | Private Wealth Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at SkyOak Wealth?
Craig T. Simmons, Jeremy Brandt, and Ken Brandt serve as managing and partner-level principals who oversee client portfolios and firm strategy.
Does SkyOak Wealth participate in fund commitments or only direct deals?
The firm allocates across both fund-of-funds vehicles and direct investments in private equity, real estate, and other asset classes.
What investment stages does SkyOak Wealth typically target?
SkyOak Wealth targets buyout, early-stage, growth, and late-stage opportunities according to its confirmed investment parameters.
Where does SkyOak Wealth maintain offices?
The firm operates offices in Las Vegas, Southfield, Boca Raton, San Francisco, Scottsdale, Newport Beach, and Oregon.
How is SkyOak Wealth related to SkyOak Capital?
Jennifer Davis serves as CEO of SkyOak Capital and has represented SkyOak Wealth in its role as investment manager for the Rogue Workforce Partnership endowment since 2019.
What professional networks do SkyOak Wealth principals maintain?
Principals hold memberships in the International Association of Financial Planners, Entrepreneurs’ Organization Detroit Chapter, Abundance 360 Digital, and the National Association of Certified Financial Fiduciaries.
Does SkyOak Wealth maintain philanthropic structures?
The firm lists involvement with Habitat for Humanity, the Kattegat Trust, Mental Health Foundation, NBA Cares, Ronald McDonald House at Stanford, and other named organizations.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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