SkyOak Wealth is an SEC Registered Investment Advisory firm focused on helping investors (individuals, families, foundations and institutions) attain their financial goals.
View Top Employees from SkyOak Wealth| Website | https://www.skyoakwealth.com/ |
| Revenue | $5 million |
| Funding | $82000 |
| Employees | 11 (11 on RocketReach) |
| Founded | 2010 |
| Address | 28411 Northwestern Highway Suite 760, Southfield, Michigan 48034, US |
| Phone | (702) 448-7474 |
| Fax | (800) 971-8075 |
| Technologies |
JavaScript,
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| Industry | Financial Services, Finance General, Financial Planning, Finance, Wealth Management, Estate Planning, Investment Management, Retirement Planning |
| Web Rank | 25 Million |
| Keywords | Skyoak Wealth, Sky Oak Wealth |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies |
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SkyOak Wealth Questions
The SkyOak Wealth annual revenue was $5 million in 2024.
11 people are employed at SkyOak Wealth.
SkyOak Wealth is based in Southfield, Michigan.
The NAICS codes for SkyOak Wealth are [523, 5239, 52, 52393].
The SIC codes for SkyOak Wealth are [628, 62].
Top SkyOak Wealth Employees
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Jennifer Davis
Chief Executive Officer and Private Wealth Advisor at SkyOak Wealth
Las Vegas, NV, US33 -
41
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ViewBeth Boyd
Chief Operating and Compliance Officer at SkyOak Wealth
Las Vegas, Nevada, United States21 -
24
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2
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31
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ViewRobert Wisnovsky
Senior Financial Advisor and Derivatives Expert at SkyOak Wealth
Medford, Oregon, United States23
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