SKYOAK WEALTH

SKYOAK WEALTH LLC is a Nevada Limited Liability Company that was registered with the U.S. Securities and Exchange Commission on January 16, 2019. The firm specializes in advisory services and is currently comprised of 14 employees, with 13 individuals working in advisory roles. While the number of clients served by the firm is undisclosed, its SEC status is 120-Day Approval.

• AGILITY PARTNERS, INC.

  OWNER owns more than 10% but less than 25%

• CRAIG THOMAS SIMMONS

  MANAGING PARTNER owns more than 10% but less than 25%

• JENNIFER ANN DAVIS

  MANAGING PARTNER owns more than 10% but less than 25%

• JEREMY SCOTT BRANDT

  CHIEF COMPLIANCE OFFICER/MANAGING PARTNER owns more than 10% but less than 25%

• KENNETH GRAHM BRANDT

  MANAGING PARTNER owns less than 5%

• BRANDT HOLDINGS CORP.

  OWNER owns more than 10% but less than 25%

• JOSEPH LOUIS HEGENER

  CHIEF INVESTMENT OFFICER owns less than 5%

• KENNETH BRANDT REVOCABLE LIVING TRUST DTD 6/25/1991

  OWNER owns less than 5%

• SIMMONS HOLDINGS CORP.

  OWNER owns more than 10% but less than 25%

• SKYOAK WEALTH MANAGEMENT, INC.

  OWNER owns more than 10% but less than 25%

• KATHRYNE A JOBSON

  MANAGER owns 75% or more

• Kingsbridge Wealth Management Inc
• Ehedge Inc
• Buckley Wealth Management LLC
• The Investment Counsel Company of Nevada
• American Retirement Planning Group Inc
• GAO Management LLC
• SILVEROAK INVESTMENTS, LLC
• FTN Financial Main Street Advisors LLC
• Summit Portfolio Management LLC
• Redrock Wealth Management LLC