S
$28.8M Total AUM
$28.8M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-10-2025
- Office Locations
- 1
Office Locations
-- Wethersfield CT
About SKM Wealth Management, LLC
SKM Wealth Management, LLC is a Wethersfield-based RIA. The firm has been operating for 1 years. Managing $28.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$28.8M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
0.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
Stephen K Mulhall Jr
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5075185
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,770,061 | $457,229 |
| Non-Discretionary | $0 | -- |
| Total | $28,770,061 | $457,229 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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