What departments does SkyOak Wealth have?

SkyOak Wealth has employees across 2 departments including Legal, Accounting.

What is the largest department at SkyOak Wealth?

The largest department at SkyOak Wealth is Legal 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.

SkyOak Wealth Employee Directory

Financial ServicesMichigan, United States2-10 Employees

SkyOak Wealth is a registered investment advisory firm operating in the financial services sector. Based in Southfield, Michigan, the firm serves individuals, families, foundations, and institutions, guiding them toward their financial goals through tailored investment management and advisory services. As a small firm with a focused team, SkyOak Wealth emphasizes a client-centered approach to helping investors navigate their financial objectives within a regulated framework.
Founded and regulated as an SEC-registered advisory, SkyOak Wealth positions itself within the broader wealth management landscape, aiming to provide professional guidance to a diverse clientele. A recent development involves the firm acquiring a stake in Katapult, reflecting involvement in asset participation alongside its advisory work. The company’s local presence and specialized focus distinguish it within the regional financial services market.

SkyOak Wealth Global Highlights

North America
9

United States Of America
9

SkyOak Wealth's Leadership

A. Z.
Chief Compliance Officer
Mobile Phone
Email
A. K.
Accounting Manager
Mobile Phone
Email
E. F.
Client Experience Specialist
Mobile Phone
Email

SkyOak Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from SkyOak Wealth

Name

Title

Contact

Location

Last Update

A. Z.
Chief Compliance Officer
Mobile Phone
Email
Jun 27, 2026
A. K.
Accounting Manager
Mobile Phone
Email
Oct 16, 2024
E. F.
Client Experience Specialist
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is SkyOak Wealth known for?

SkyOak Wealth operates in the Financial Services industry. 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 August 2026. These team members are located across 1 continents, including North America.

Who are SkyOak Wealth's key employees and leadership?

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

Chief Compliance Officer: A. Z.
Accounting Manager: A. K.
Client Experience Specialist: E. F.

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SkyOak Wealth Employee Directory

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