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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-16-2019
- Office Locations
- 2
Office Locations
About Skyoak Wealth
SkyOak Wealth is an SEC-registered, employee-owned RIA providing goals-based financial planning, risk management, and active/passive portfolio management for affluent individuals and families as well as foundations and institutions. The team offers retirement planning, asset management, and institutional investment oversight/consulting. Founded by seasoned investment executives (100+ years combined), SkyOak serves clients across multiple states with offices in MI, FL, CA, and AZ.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
JEREMY SCOTT BRANDT
Managing Partner, Private Wealth Advisor
- CRD
- #5296008
- Ownership
- Less than 5%
KENNETH GRAHM BRANDT
Managing Partner, Private Wealth Advisor
- CRD
- #28928
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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ROGER THOMAS DENHA
--
- CRD
- #2468173
DON BRADLEY GILL III
--
- CRD
- #6213086
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $692,739,420 | $563,203 |
| Non-Discretionary | $0 | -- |
| Total | $692,739,420 | $563,203 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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