RIA IntelAdvisersMichiganSKYSAIL WEALTH MANAGEMENT LLC

SKYSAIL WEALTH MANAGEMENT LLC

Advisory

MI

Data as of Apr 2, 2026 · Source: SEC Form ADV

Average account
$293K
across 75 accounts
AUM per adviser
$22M
1 advisers

Source: SEC Form ADV. Figures as filed Apr 2, 2026.

Total AUM
$22M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$22M
Discretionary AUM$21M
Non-Discretionary AUM$664K
Discretionary %97%
Total Clients35
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

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

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OLSON CONSULTING LLC
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DELLER WEALTH MANAGEMENT LLC
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