# SkyOak Wealth

SkyOak Wealth is a Multi Family Office based in Southfield, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Southfield, United States
- **Region:** North America
- **Address:** Las Vegas, NV, United States
- **Founded:** 2010
- **Assets under management:** 601 (Altss estimate)
- **Website:** skyoakwealth.com
- **LinkedIn:** https://www.linkedin.com/company/skyoak-wealth

## Regulatory record

- **CRD number:** 299564
- **SEC file number:** 801-114715
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-06T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299564

## About

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.

## Sectors

- FinTech
- Sports & Wellness
- AI/ML
- Biotech

## Offices

- Southfield, MI
- Boca Raton, FL
- San Francisco, CA
- Scottsdale, AZ
- Newport Beach, CA
- Oregon

## People

- 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

## 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.

## Related profiles

- [Central Family Advisors](https://altss.com/profile/central-family-advisors)
- [Golden Equator Wealth](https://altss.com/profile/golden-equator-wealth-gew)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/skyoak-wealth

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology