RIA Intel›Advisers›Delaware›SKP WEALTH MANAGEMENT LLC

SKP WEALTH MANAGEMENT LLC

Advisory

Data as of Mar 26, 2026 · Source: SEC Form ADV

Average account

$73K

across 26 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$397K

Discretionary %79.2%

Total Clients15

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY, WI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

15 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

NU PARADIGM INVESTMENT PARTNERS L.L.C.

$2M

INCITTI, MICHAEL A.

REHOBOTH BEACH, DE

$2M

APPIAN ROAD LLC

$2M

RUSSELL ADVISORY GROUP, INC

$2M

ANGELES PARTNERS LLC

$2M

REG CAPITAL L.L.C.

$2M

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