Liran Amir
Advisor at SKP Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Liran Amir is a Series 65-licensed financial advisor with SKP Wealth in Glendale, WI, bringing one year of industry experience. He is also the founding and managing partner of Sakura Partners, LLC, an accounting firm where he dedicates part of his time. SKP Wealth offers fee-only wealth management, comprehensive financial planning, and retirement plan consulting to individuals, employer plan sponsors, pension plans, and charitable organizations. The firm integrates tax-aware planning with investment strategies that include passive and active funds, alternative investments, and socially conscious options, and provides a subscription-based Financial Wellness program alongside donor-advised fund services and educational seminars.
Client services
Based on SKP Wealth
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Based on SKP Wealth
Business ownership considerations
Tax strategies for small businesses
Retirement plans for business owners (SEP, solo 401k)
ESG / Sustainable investing
Fee options
Fixed fees for consulting services range from $6,000 to $10,000; onboarding fee for wealth management ranges from $0 to $5,000; seminars range from $0 to $20,000
$0 - $250,000: 1.30% $250,001 - $1,000,000: 1.20% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.80% $3,000,001+: 0.70%
Hourly consulting fees range from $350 to $550 per hour
Financial Wellness Subscription fees: Gold $125/month, Silver $200/quarter, Bronze $350/year
Minimum fee: Minimum annual fee of $4,000 to open or maintain an account, negotiable and may be reduced or waived Fee-only: Yes, fees are negotiable and paid as described; no commissions received.
Location
Glendale, WI
Most active in
Liran A has reported serving >5 clients in these states in the last 12 months.
New York · Wisconsin
Work history
SKP Wealth Management
2024 - Present (2 years)
Sakura Partners, LLC
2017 - Present (9 years)
Sakura Partners
2014 - 2017 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Eugene S
Series 63, Series 65
New Berlin, WI
Disciplined Financial Services, Inc.
Brian L
CFP®, CPA, PFS™
Brookfield, WI
Midwest Wealth Solutions LLC
Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams. Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor. Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.
Matthew B
Series 65
Glendale, WI
Erenda Capital
Brian C
CFP®, Series 63, Series 66
Whitefish Bay, WI
Clarke Financial Counsel, LLC
Erik K
CFP®
Milwaukee, WI
Hilltop Financial Advisors
Mark C
Series 63, Series 65, Series 66
Glendale, WI
Crawford Asset Management, LLC
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