What departments does SkyOak Wealth have?

SkyOak Wealth has employees across 2 departments including Finance, Operations.

What is the largest department at SkyOak Wealth?

The largest department at SkyOak Wealth is Finance with 1 employees.

Where are SkyOak Wealth employees located globally?

SkyOak Wealth has employees across 1 continents and 1 countries including United States Of America.

How has SkyOak Wealth's team size changed over time?

SkyOak Wealth's team has remained stable from approximately 3 to 3 employees based on available data.

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SkyOak Wealth Employee Directory

Financial ServicesMichigan, United States2-10 Employees

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

Find SkyOak Wealth employees' phone numbers or email addresses

SkyOak Wealth Global Highlights

North America
10

United States Of America
10

SkyOak Wealth's Leadership

A. Z.
Chief Compliance Officer
Mobile Phone
Email
C. S.
Managing Partner
Mobile Phone
Email
B. G.
Partner / Private Wealth Advisor, Cfp®
Mobile Phone
Email
A. M.
Director Of Operations
Mobile Phone
Email
T. R.
Director Of Ira Services
Mobile Phone
Email
A. K.
Accounting Manager
Mobile Phone
Email
E. F.
Client Experience Specialist
Mobile Phone
Email
J. B.
Managing Partner, Private Wealth Advisor, & Deputy Compliance Officer
Mobile Phone
Email

SkyOak Wealth Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from SkyOak Wealth

Name

Title

Contact Info

Location

Last Update

C. S.
Managing Partner
Mobile Phone
Email
United StatesMichigan
May 09, 2025
B. G.
Partner / Private Wealth Advisor, Cfp®
Mobile Phone
Email
United StatesMichigan
Mar 24, 2026
A. Z.
Chief Compliance Officer
Mobile Phone
Email
Apr 30, 2025
A. M.
Director Of Operations
Mobile Phone
Email
United StatesMichigan
Oct 20, 2025
T. R.
Director Of Ira Services
Mobile Phone
Email
United StatesOregon
Jul 28, 2024
A. K.
Accounting Manager
Mobile Phone
Email
Oct 16, 2024
E. F.
Client Experience Specialist
Mobile Phone
Email
Oct 16, 2024
J. B.
Managing Partner, Private Wealth Advisor, & Deputy Compliance Officer
Mobile Phone
Email
Nov 14, 2025

Frequently Asked Questions

What is SkyOak Wealth known for?

SkyOak Wealth operates in the Financial Services industry. The company's main headquarters is located in 28411 Northwestern Highway Suite 760 Southfield, Michigan United States. Explore SkyOak Wealth's company overview page for more information.

What is SkyOak Wealth's most common email format?

SkyOak Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SkyOak Wealth email formats with LeadIQ.

How many employees does SkyOak Wealth have currently?

SkyOak Wealth has approximately 3 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are SkyOak Wealth's key employees and leadership?

As of March 2026, SkyOak Wealth's key employees include:

Chief Compliance Officer: A. Z.
Managing Partner: C. S.
Partner / Private Wealth Advisor, Cfp®: B. G.
Director Of Operations: A. M.
Director Of Ira Services: T. R.

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