Sk Wealth Management, Llc
- Regulatory AUM
- $639M
- Discretionary
- $629M
- Clients
- 323
- Avg AUM / client
- $2.0M
- Accounts
- 1,206
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 30, 2026
Investments (13F portfolio — 77 positions, $360,467,239)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Etf Tr | S&P 500 PREMIUM | $45,752,685 | 909,777 | 12.7% | 7.16% |
| 2 | Wisdomtree Tr | DYNAMIC INTL EQT | $41,703,133 | 931,914 | 11.6% | 6.53% |
| 3 | Capital Group Dividend Value | SHS CREATION UNI | $40,547,198 | 944,276 | 11.2% | 6.35% |
| 4 | Schwab Strategic Tr | US LCAP GR ETF | $34,881,582 | 1,180,825 | 9.68% | 5.46% |
| 5 | Wisdomtree Tr | US QTLY DIV GRT | $22,842,302 | 258,309 | 6.34% | 3.57% |
| 6 | Ssga Active Tr | STATE STREET US | $17,667,786 | 577,450 | 4.9% | 2.77% |
| 7 | Capital Group International | SHS | $17,450,009 | 520,740 | 4.84% | 2.73% |
| 8 | Legg Mason Etf Invt | FRANKLIN INTL LW | $16,724,201 | 408,306 | 4.64% | 2.62% |
| 9 | Cohen & Steers Etf Trust | PREFERRED AND IN | $9,067,256 | 352,469 | 2.52% | 1.42% |
| 10 | Morgan Stanley Etf Trust | EATON VANCE INTE | $8,867,019 | 168,303 | 2.46% | 1.39% |
| 11 | Spdr Series Trust | STATE STREET SPD | $7,520,175 | 96,959 | 2.09% | 1.18% |
| 12 | Cohen & Steers Etf Trust | REAL ESTATE ACTI | $7,239,185 | 268,815 | 2.01% | 1.13% |
| 13 | Fidelity Covington Trust | ENHANCED EMRNGS | $7,067,909 | 203,101 | 1.96% | 1.11% |
| 14 | Flexshares Tr | STOX GBL ESG SLT | $6,799,167 | 33,504 | 1.89% | 1.06% |
| 15 | Ishares Tr | CORE S&P500 ETF | $6,591,987 | 9,960 | 1.83% | 1.03% |
| 16 | Ishares Tr | ESG MSCI LEADR | $5,852,410 | 50,820 | 1.62% | 0.92% |
| 17 | Fidelity Covington Trust | FUNDAMENTAL SMAL | $5,658,797 | 174,090 | 1.57% | 0.89% |
| 18 | Apple Inc | COM | $4,140,468 | 15,995 | 1.15% | 0.65% |
| 19 | Ssga Active Tr | STATE STREET BLA | $3,897,858 | 140,337 | 1.08% | 0.61% |
| 20 | Wisdomtree Tr | EM EX ST-OWNED | $3,182,826 | 79,057 | 0.88% | 0.5% |
| 21 | J P Morgan Exchange Traded F | HEDGED EQUITY LA | $3,043,506 | 47,355 | 0.84% | 0.48% |
| 22 | Ishares Tr | RUSSELL 2000 ETF | $2,713,756 | 10,754 | 0.75% | 0.42% |
| 23 | Capital Grp Fixed Incm Etf T | US MULTI-SECTOR | $2,420,483 | 88,468 | 0.67% | 0.38% |
| 24 | Nvidia Corporation | COM | $2,161,429 | 12,167 | 0.6% | 0.34% |
| 25 | Blackrock Etf Trust Ii | SHORT DURATION H | $1,899,905 | 86,242 | 0.53% | 0.3% |
Top 25 of 77 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 140 | $64.0M | 10.0% |
| High net worth individuals | 179 | $574M | 89.8% |
| Pension and profit sharing plans | 3 | $1.1M | 0.17% |
| Corporations and other businesses | 1 | $54.8K | 0.01% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gobeille, David, A. | Member | Jul 1998 (28y) | 25% – 50% | |
| Matthew Mahar Neyland | Chief Investment Officer | CFA | Jun 2008 (18y) | Less than 5% |
| Jason Eric Archambault | Ceo, Chief Compliance Officer | CFP | Nov 2009 (17y) | 50% – 75% |
| Da Ponte, Jason, Manuel | Member | May 2017 (9y) | 10% – 25% | |
| Mackenzie Moen Richards | Registered representative | CFP | Feb 2021 (5y) | |
| Andrew James Cayer | Registered representative | CFP | Feb 2023 (3y) | |
| Andrew Travis Wong | Registered representative | CFP | Nov 2024 (2y) | |
| Cheryl Anne Dugas Ethier | Registered representative | CFP | Jan 2026 (1y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/30/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $547M (86% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 30, 2026.
View current Form ADV (SEC/IAPD) ↗