SKYOAK WEALTH
Legal Name: SKYOAK WEALTH LLC
Full Contact Details
SKYOAK WEALTH
410 S. RAMPART BLVD., SUITE 390, LAS VEGAS, NV
800-971-8070
800-971-8075
Other Info
SKYOAK WEALTH is legally known as SKYOAK WEALTH LLC. It is a NV Limited Liability Company. This firm has 14 employees, of which 13 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “120-Day Approval”, with a registration date of Jan 16, 2019.
SkyOak Wealth - Find Clarity in a Complex World
SkyOak Wealth is a SEC Registered Investment Advisor firm focused on helping investors (individuals, families, foundations and institutions) attain their financial goals through the disciplined application of financial life planning, risk management and mitigation and offer both passive and active s…
Direct Owners
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AGILITY PARTNERS, INC.
OWNER owns more than 10% but less than 25%
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CRAIG THOMAS SIMMONS
MANAGING PARTNER owns more than 10% but less than 25%
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JENNIFER ANN DAVIS
MANAGING PARTNER owns more than 10% but less than 25%
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JEREMY SCOTT BRANDT
CHIEF COMPLIANCE OFFICER/MANAGING PARTNER owns more than 10% but less than 25%
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KENNETH GRAHM BRANDT
MANAGING PARTNER owns less than 5%
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BRANDT HOLDINGS CORP.
OWNER owns more than 10% but less than 25%
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JOSEPH LOUIS HEGENER
CHIEF INVESTMENT OFFICER owns less than 5%
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KENNETH BRANDT REVOCABLE LIVING TRUST DTD 6/25/1991
OWNER owns less than 5%
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SIMMONS HOLDINGS CORP.
OWNER owns more than 10% but less than 25%
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SKYOAK WEALTH MANAGEMENT, INC.
OWNER owns more than 10% but less than 25%
Indirect Owners
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KATHRYNE A JOBSON
MANAGER owns 75% or more