S
SkySail Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$21,991,314
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
33
15% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
33
Average account size
$666,403
About
Skysail Wealth Management serves individual and high‑net‑worth clients with ongoing, discretionary portfolio management and written Investment Policy Statements tailored to each client’s goals, tax considerations, and risk tolerance. The firm also offers participant account management for held‑away defined contribution plan accounts through a third‑party platform and provides regular portfolio monitoring with quarterly reporting.
Its investment approach draws on multiple methods of analysis — including charting, cyclical, fundamental, quantitative, technical analysis and modern portfolio theory — and employs a broad set of strategies from long‑term investing to short‑term trading, including options, short sales, margin, private placements and venture capital investments. Accounts are generally managed on a discretionary basis, with risk tolerances documented in the IPS and periodic reviews (at least annually) and rebalancing as needed.
Noteworthy features disclosed in the brochure include that a firm principal also operates as a registered representative of a broker‑dealer and as a licensed insurance agent and may receive commissionable compensation for product sales, a conflict the firm documents in client files. The firm requires clients to use Schwab Institutional for custody and may receive institutional services and soft‑dollar research from that custodian, and it reports no stated account minimums — a combination of practices that is less common among peers.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Private / alternative investments
Concentrated stock management
Real estate investing
Fee options
2.00% annually
Commissionable products sold by supervised persons, but commissions are not the primary compensation for advisory services
Main office location
SkySail Wealth Management LLC
Nunica MI, United States
Number of offices
1
Most active in
SkySail Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
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