S
SKM Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$28,770,061
Clients
22
73% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
22
TypicalAverage account size
$1,307,730
About
SKM Wealth Management, LLC is an independent, single-advisor registered investment adviser that provides discretionary and non-discretionary portfolio management and financial planning and consulting to individual and high‑net‑worth clients; the firm manages roughly $28.8 million across a small client base. It bills for investment management on an asset‑based basis and offers standalone planning engagements on a fee basis.
The firm builds client portfolios around documented goals, time horizons and risk tolerance and employs a mix of strategic and tactical asset‑allocation approaches, including core‑satellite strategies, fundamental and technical analysis, and both long‑ and short‑term holdings. SKM may hire third‑party sub‑advisors to manage all or portions of client accounts while retaining overall client relationship and conducts periodic (typically quarterly) reviews that consider rebalancing and tax‑loss harvesting opportunities.
What is distinctive about SKM compared with many independent peers is that the firm’s principal also maintains a separate insurance‑licensing activity and sells insurance products for separate commissions, a practice the brochure discloses and notes as a potential conflict of interest with mitigation measures. The firm is also notable for its small scale—solo ownership with a limited client roster—while frequently employing sub‑advisors and a specified custodian relationship, which may affect trade execution and available research or soft‑dollar benefits.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Tax-loss harvesting
Retirement income strategy
Fee options
$0 - $2,000,000: 1.00% annually $2,000,000.01 - $5,000,000: 0.75% annually $5,000,000.01 - $10,000,000: 0.50% annually $10,000,000.01+: Negotiable
Investment Advisor Representatives receive commissions on insurance products sold as licensed insurance agents.
$300 per hour for financial planning
Account minimum: $500,000
Most active in
SKM Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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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