Skylark Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$22,937,542
Total clients
14
64% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
14
Average account size
$1,638,396
About
Skylark Wealth provides investment management and comprehensive financial planning to individual clients and also accepts pension and profit‑sharing plan engagements, along with corporate and business clients. Services include tailored portfolio management, written financial plans covering retirement, tax and estate considerations, and business/employee benefits consulting.
The firm develops client‑specific investment policies through personal discussions that establish objectives, time horizons, risk tolerance and liquidity needs, then implements portfolios on a discretionary basis. Investment methods range from passive, asset‑class indexing using mutual funds and ETFs to active techniques including fundamental, technical, cyclical and charting analysis, and the firm uses model portfolio tools to implement allocations.
What distinguishes Skylark Wealth from many peer independent advisers is its pension consulting practice — it provides plan advisory services such as selecting mutual fund lineups, implementing model portfolios, participant education, and ongoing monitoring of performance, fees and service providers, a service set uncommon among similarly structured firms. The firm also reports approximately $22.9 million in assets under management across a small number of client relationships and offers an integrated approach where planning work can be folded into managed relationships once account thresholds are met.
Client services
Financial planning
Portfolio management
Pension consulting
Fee options
$0 - $1,000,000: 0.99% $1,000,001 - $2,000,000: 0.89% $2,000,001 - $4,000,000: 0.79% $4,000,001 - $6,000,000: 0.69% $6,000,001 - $10,000,000: 0.59% $10,000,001+: 0.49%
$250 per hour with a minimum of 2.5 hours for Financial Planning Services, waived for IMFPS clients
Account minimum: $600,000 Minimum fee: $1,500 minimum quarterly fixed fee for Investment Management with Financial Planning Services (IMFPS) for accounts over $600,000; $2,000 fixed initial payment due immediately
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.
Main office location
Skylark Wealth, LLC
2443 Fillmore St #380 1492
San Francisco CA 94115, United States
Number of offices
1
Forms ADV
Quick links
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