SkyOak Wealth Information

View Top Employees from SkyOak Wealth

SkyOak Wealth is an SEC Registered Investment Advisory firm focused on helping investors (individuals, families, foundations and institutions) attain their financial goals.

Website	https://www.skyoakwealth.com/
Revenue	$5.8 million
Employees	7 (7 on RocketReach)
Founded	2010
Address	28411 Northwestern Highway Suite 760, Southfield, Michigan 48034, US
Phone	+1 248-358-6500
Technologies	JavaScript , HTML , Twitter +12 more (view full list)
Industry	Financial Services, Finance General, Financial Planning, Finance, Wealth Management, Estate Planning, Investment Management, Retirement Planning
Web Rank	25 Million
Keywords	Investment Advisory, Wealth Management, Financial Planning, Financial Advisor, Portfolio Management, Investment Management, Asset Management, Financial Goals, Financial Consulting, Retirement Planning, Wealth Building, Investment Strategies, Estate Planning, Securities, Long Term Investing, Risk Management, High Net Worth, Tax Planning, Family Office
Competitors	Wealthfront, Betterment, Personal Capital, LPL Financial, Fidelity Investments, Schwab Advisor Services, Vanguard, Merrill Lynch, Edward Jones, TIAA +43 more (view full list)
SIC	SIC Code 62 Companies, SIC Code 628 Companies
NAICS	NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies

SkyOak Wealth Questions

What is the annual revenue of SkyOak Wealth?

The SkyOak Wealth annual revenue was $5.8 million in 2026.

Who is the Chief Operating and Compliance Officer of SkyOak Wealth?

Beth Boyd is the Chief Operating and Compliance Officer of SkyOak Wealth.

How many people are employed at SkyOak Wealth?

7 people are employed at SkyOak Wealth.

Where is SkyOak Wealth based?

SkyOak Wealth is based in Southfield, Michigan.

What is the NAICS code for SkyOak Wealth?

The NAICS codes for SkyOak Wealth are [523, 52393, 5239, 52].

What is the SIC code for SkyOak Wealth?

The SIC codes for SkyOak Wealth are [62, 628].

Top SkyOak Wealth Employees

Beth Boyd

Chief Operating and Compliance Officer at SkyOak Wealth

Las Vegas, NV, US
2
- gmail.com
- skyoakwealth.com
3
- +1 619-549-XXXX
- +1 417-262-XXXX
- +1 256-758-XXXX
Jeremy Brandt

Managing Partner, Private Wealth Advisor, and Deputy Compliance Officer at SkyOak Wealth

Detroit, MI, US
1
- skyoakwealth.com
3
- +1 248-891-XXXX
- +1 248-408-XXXX
- +1 248-358-XXXX
Alexis Middle

Director of Operations at SkyOak Wealth

Franklin, MI, US
2
- yahoo.com
- skyoakwealth.com
4
- +1 415-533-XXXX
- +1 415-613-XXXX
- +1 415-285-XXXX
- +1 415-713-XXXX
Brad Gill

Partner and Private Wealth Advisor, CFP® at SkyOak Wealth

Grand Rapids, MI, US
2
- yahoo.com
- skyoakwealth.com
Damien Rennie

Financial Planning Advisor at SkyOak Wealth

Medford, OR, US
1
- gmail.com
5
- +1 541-342-XXXX
- +1 541-944-XXXX
- +1 336-552-XXXX
- +1 541-423-XXXX
- +1 541-326-XXXX
Tonisha Withey

Owner of Oak Tree Insurance Management and Office Manager for Oak Tree Asset Management Grants Pass at SkyOak Wealth

Grants Pass, OR, US
1
- +1 541-441-XXXX
Jason Stuhmer

Directir of Corporate Services at SkyOak Wealth

United States
1
- gmail.com
1
- +1 702-245-XXXX

View Similar People

G2 Leader Summer 2026

G2 Best Est ROI Mid-Market Summer 2026

G2 Easiest Admin Mid-Market Summer 2026

G2 Most Implementable Summer 2026

G2 Best Results Mid-Market Summer 2026

G2 Lead Capture Mid-Market Summer 2026

Inc Fastest Growing Private Companies 2026

Inc Best Workplace 2026

G2Crowd Trusted

300K+ Plugin Users