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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does SK Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does SK Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does SK Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does SK Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does SK Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns SK Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does SK Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is SK Wealth Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact SK Wealth Management?","answer":"SK Wealth Management’s main office is at 50 Holden St, Providence, RI 02908-5757. Its phone number is 401-331-1575. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}