SkyOak Wealth, LLC
SkyOak Wealth, LLC functions as an SEC-registered investment advisor that delivers investment management, comprehensive financial planning, and financial consultation services.
SkyOak Wealth, LLC
SkyOak Wealth, LLC functions as an SEC-registered investment advisor that delivers investment management, comprehensive financial planning, and financial consultation services. The firm utilizes a Core-Satellite strategy combining active and passive investments to create personalized portfolios emphasizing goals-based planning and risk management. It serves affluent individuals, families, corporations, endowments, foundations, and institutions with clients across 28 states.
General information
Firm type
Family Office (Unspecified)
Year founded
2010
AUM
—
Location
Region
—
Country
—
City
Southfield
Corporate office
—
Frequently asked questions
What is SkyOak Wealth, LLC?
SkyOak Wealth, LLC is a family office (unspecified) headquartered in Southfield.
When was SkyOak Wealth, LLC founded?
SkyOak Wealth, LLC was founded in 2010.
Where is SkyOak Wealth, LLC headquartered?
SkyOak Wealth, LLC is headquartered in Southfield.
What does Altss track for SkyOak Wealth, LLC?
Altss maintains an OSINT-verified profile of SkyOak Wealth, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What type of firm is SkyOak Wealth, LLC?
SkyOak Wealth, LLC is classified by Altss as a Family Office (Unspecified).
How does Altss source intelligence on SkyOak Wealth, LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for SkyOak Wealth, LLC?
SkyOak Wealth, LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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