SK Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, estate planning, insurance, philanthropic planning, tax planning, and tax preparation. Financial planning was provided to 251–500 clients last fiscal year.
SK Wealth Management reports 323 clients. They include 179 high-net-worth individuals, 140 individual clients, and 3 pension and profit-sharing plans. Of its assets, 98.4% ($629M across 1,202 accounts) are managed with discretion; $10.4M across 4 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 43% | 10% |
| High-net-worth individuals | 55% | 90% |
| Pension and profit-sharing plans | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 140 | $64M | 10.0% | $457K |
| High-net-worth individuals | 179 | $574M | 89.8% | $3.21M |
| Pension and profit-sharing plans | 3 | $1.08M | 0.2% | $360K |
| Corporations and other businesses | 1 | $54.8K | 0.0% | $54.8K |
| Total | 323 | $639M | 100% | $1.98M |
- Clients
- 140
- Regulatory AUM
- $64M
- AUM share
- 10.0%
- Avg. per client
- $457K
- Clients
- 179
- Regulatory AUM
- $574M
- AUM share
- 89.8%
- Avg. per client
- $3.21M
- Clients
- 3
- Regulatory AUM
- $1.08M
- AUM share
- 0.2%
- Avg. per client
- $360K
- Clients
- 1
- Regulatory AUM
- $54.8K
- AUM share
- 0.0%
- Avg. per client
- $54.8K
Total
- Clients
- 323
- Regulatory AUM
- $639M
- AUM share
- 100%
- Avg. per client
- $1.98M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
SK Wealth Management charges 0.40%–1.50% a year for its Investment management. Each asset band is charged at its own rate. The fee is billed in arrears. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$100K | 1.50% |
| $100K–$250K | 1.25% |
| $250K–$700K | 1.00% |
| $700K–$1.25M | 0.60% |
| $1.25M–$2.5M | 0.50% |
| $2.5M and above | 0.40% |
Fee details and sources
Other fees
- One-time consulting
- Other one-time consulting is billed at an hourly rate of $350-$500; personal financial planning engagements are quoted as a maximum total fee.
Jason Archambault owns 50% to 75% of SK Wealth Management. The leadership team of SK Wealth Management includes Chief Investment Officer Matthew Neyland and Chief Compliance Officer Jason Archambault. It has 6 employees, 4 of them in advisory roles.
Leadership
Jason ArchambaultCEO, Chief Compliance Officer
Matthew NeylandChief Investment Officer- Jason Da PonteMember
- Mackenzie RichardsPartner, Client Relationship Manager
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 4 in advisory functions
- Owns 50% to 75% of SK Wealth Management, LLC
Jason Archambault
Control person · since January 2011
- Owns 25% to 50% of SK Wealth Management, LLC
Jason Da Ponte
Control person · since May 2017
- Owns 10% to 25% of SK Wealth Management, LLC
Mackenzie Richards
since January 2025
SK Wealth Management’s regulatory assets grew 1.8× from $364M (March 2021) to $639M (January 2026); clients rose from 286 to 323 and employees were 6 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $639M | 323 | 6 | 5 |
| May 2025 | $555M | 337 | 6 | 5 |
| July 2024 | $429M | 326 | 6 | 1 |
| February 2023 | $377M | 321 | 6 | 1 |
| March 2022 | $433M | 311 | 6 | 1 |
| March 2021 | $364M | 286 | 6 | 1 |
Besides its headquarters, SK Wealth Management has 4 offices (4 private residences, listed without an address), with 1 listed address in Rhode Island.
Rhode Island · 1 listed address
- 50 Holden St, ProvidenceHQ
Other business names
SK Wealth Management has reported 1 other business name to the SEC.
- SK Wealth
Contact and registration details
- Legal name
- SK Wealth Management, LLC
- Headquarters
- 50 Holden St, Providence, RI 02908-5757
- Website
- skwealth.com
- Phone
- 401-331-1575
- @sk-wealth-management-llc
- SEC file
- 801-56304
- Founded
- 1998
- Structure
- Rhode Island LLC
- Fiscal year end
- December
SK Wealth Management uses Charles Schwab ($547M) as custodian for its separately managed accounts. SK Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $547M100%
At year end, SK Wealth Management’s separately managed accounts were mostly in funds (55%) and stocks (41%). Its reported 13F holdings for the quarter ended 30 June 2026 total $444M across 80 positions; the largest are Goldman Sachs ETF TR (13.0%), Capital Group Dividend Value (12.2%) and Schwab Strategic TR (8.6%).
What the accounts hold
- Stocks41%
- Funds55%
- Bonds1%
- Cash2%
- Other1%
- Annuities1%
Reported 13F holdings
- $444M
- Reported 13F value
- 80
- Positions
- 71.3%
- In the 10 largest
- +23.2%
- Value vs. prior quarter
- Goldman Sachs ETF TR · S&P 500 Premium13.0%
- Capital Group Dividend Value · Shs Creat Unit12.2%
- Schwab Strategic TR · US Lcap GR ETF8.6%
- Blackrock ETF Trust · Isha Syst AL ETF7.6%
- Wisdomtree TR · Dynamic Intl EQT7.4%
- Capital Group International7.3%
- Wisdomtree TR · US Qtly Div Grt5.1%
- Legg Mason ETF Invt · Franklin Intl LW3.9%
- SPDR Series Trust · ST Str P500etf3.8%
- iShares TR · Core S&P500 ETF2.2%
Together, the ten largest are 71.3% of reported value.
How many clients does SK Wealth Management have?
SK Wealth Management has 323 clients and manages $639 million for them, as of January 2026. They include 179 high-net-worth individuals, 140 individual clients, and 3 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 January 2026
What services does SK Wealth Management offer?
SK Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, estate planning, insurance, philanthropic planning, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does SK Wealth Management charge?
SK Wealth Management charges 0.40%–1.50% a year for its Investment management. Each asset band is charged at its own rate. The fee is billed in arrears.
Source: SK WEALTH MANAGEMENT, LLC PART 2A 12.31.25, filed 30 January 2026
Which custodians does SK Wealth Management use?
SK Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $547M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 January 2026
How many financial advisors does SK Wealth Management have?
SK Wealth Management has 0 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does SK Wealth Management invest in?
At the end of its last fiscal year, SK Wealth Management’s separately managed accounts held 55% registered funds (mutual funds, ETFs, BDCs), 41% exchange-traded equities, 2% cash and equivalents, 1% state and local bonds and 1% other. The 1% other category is described as: Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns SK Wealth Management?
SK Wealth Management’s direct owners are Jason Archambault (50% to 75%), Jason Da Ponte (25% to 50%) and Mackenzie Richards (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 January 2026
How does SK Wealth Management get paid?
SK Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is SK Wealth Management registered with the SEC?
Yes, SK Wealth Management has been registered with the SEC as an investment adviser since 15 March 1999. Its CRD number is 109114 and its SEC file number is 801-56304.
Source: Form ADV Part 1A, Item 1, filed 30 January 2026; IAPD firm record
How do I contact SK Wealth Management?
SK Wealth Management’s main office is at 50 Holden St, Providence, RI 02908-5757. Its phone number is 401-331-1575. Its website is skwealth.com.