SKYOAK WEALTH

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.

RAAMPS - Risk Averse Actively Managed Portfolio Strategy

RAAMPS is a highly sophisticated process that screens, evaluates, ranks, monitors, trades, and finally refreshes portfolios.

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

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%

Indirect Owners

KATHRYNE A JOBSON
MANAGER owns 75% or more

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