What departments does SkyOak have?

SkyOak has employees across 3 departments including Legal, Operations, Accounting.

What is the largest department at SkyOak?

The largest department at SkyOak is Legal with 1 employees.

Where are SkyOak employees located globally?

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

How has SkyOak's team size changed over time?

SkyOak's team has decreased from approximately 9 to 7 employees based on available data.

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SkyOak Employee Directory

Financial ServicesNevada, United States2-10 Employees

SkyOak is a financial services firm comprised of independent fiduciary advisors. Based in Las Vegas, Nevada, the team operates as a registered fiduciary advisory practice and serves clients across the Las Vegas area, the San Francisco Bay Area, Scottsdale, and the Pacific Northwest.

All team members hold professional designations, including CFPs and MBAs, underscoring a focus on fiduciary duty and personalized financial planning. The firm emphasizes independence in selecting strategies, aiming to align recommendations with each client's objectives rather than a single product lineup. In its market, SkyOak positions itself as a regionally focused advisory resource for individuals seeking comprehensive financial planning and ongoing oversight of their portfolios.

SkyOak Global Highlights

North America
10

United States Of America
10

SkyOak's Leadership

A. Z.
Chief Compliance Officer
Mobile Phone
Email
L. P.
Vice President Of Operations
Mobile Phone
Email
K. B.
Partner
Mobile Phone
Email
A. K.
Accounting Manager
Mobile Phone
Email

SkyOak Employee Metrics

100%

50%

2026

2025

Banking
Legal
Accounting
Administrative
Analytics
Other
Business

Contact profiles from SkyOak

Name

Title

Contact

Location

Last Update

A. Z.
Chief Compliance Officer
Mobile Phone
Email
Jun 27, 2026
K. B.
Partner
Mobile Phone
Email
Jun 08, 2026
L. P.
Vice President Of Operations
Mobile Phone
Email
Oct 22, 2024
A. K.
Accounting Manager
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is SkyOak known for?

SkyOak was founded in 2010 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-800-971-****

. Explore SkyOak's company overview page for more information.

What is SkyOak's most common email format?

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

How many employees does SkyOak have currently?

SkyOak has approximately 10 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are SkyOak's key employees and leadership?

As of July 2026, SkyOak's key employees include:

Chief Compliance Officer: A. Z.
Vice President Of Operations: L. P.
Partner: K. B.
Accounting Manager: A. K.

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SkyOak Employee Directory

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