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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-25-2016
- Office Locations
- 1
Office Locations
About Skylark Wealth, LLC
Skylark Wealth is a fee-only, fiduciary RIA led by CFP Michal Skowronski (17+ years) providing comprehensive wealth planning and ongoing investment management for high-income professionals (often with stock options) and retirees. The firm emphasizes low-cost ETF portfolios, tax-smart design and distribution planning, and coordination with clients’ tax preparers. Tech-forward and location-independent, serving the Bay Area and nationwide, with assets custodied at Schwab or Altruist.
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Owner & Executives
Michal Skowronski
Principal
- CRD
- #6637572
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,605,642 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,605,642 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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