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 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.
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Las Vegas Financial Planning Company · SkyOak Capital
The Financial Advisors of SkyOak Capital serve Henderson, Summerlin, Las Vegas and the entire Southern Nevada Region. Contact Us!
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
Firms Located Nearby
- Buckley Wealth Management LLC
- Wisebanyan Inc
- American Retirement Planning Group Inc
- H&H RETIREMENT DESIGN AND MANAGEMENT INC
- AXOS Securities RIA LLC
- Summit Portfolio Management LLC
- Redrock Wealth Management LLC
- Kingsbridge Wealth Management Inc
- Smooth River Wealth Management
- FTN Financial Main Street Advisors LLC