Skyoak Wealth

CRD 299564 · Southfield, MI · $692.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 299564
SEC number: 801-114715
Firm type: RIA
Assets under management: $692.7M as of Mar 6, 2026
Website: skyoakwealth.com ↗
Phone: 248-348-6500
Address: 28411 Northwestern Hwy, Southfield, MI, 48034

Advisors at this firm

5 in our index · page 1 of 1

Jeremy Scott BrandtCRD 5296008 · Southfield, MI

IA RegisteredRegistration inactive
Kenneth Grahm BrandtCRD 28928 · Southfield, MI

IA RegisteredRegistration inactive

Disclosure event(s) on record
Roger Thomas DenhaCRD 2468173 · Naples, FL

IA RegisteredRegistration inactive

Disclosure event(s) on record
Don Bradley Gill IIICRD 6213086 · Southfield, MI

IA RegisteredRegistration inactive
Craig Thomas SimmonsCRD 2439771 · Southfield, MI

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 299564 ↗ FINRA BrokerCheck record for firm CRD 299564 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.