Skyliner Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
Skyliner Wealth reports 164 clients. They include 86 individual clients and 78 high-net-worth individuals. Of its assets, 100.0% ($151M across 557 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 52% | 16% |
| High-net-worth individuals | 48% | 83% |
| Pension and profit-sharing plans | Fewer than 5 | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 86 | $23.9M | 15.8% | $278K |
| High-net-worth individuals | 78 | $126M | 83.2% | $1.61M |
| Pension and profit-sharing plans | Fewer than 5 | $1.55M | 1.0% | — |
| Total | 164 | $151M | 100% | — |
- Clients
- 86
- Regulatory AUM
- $23.9M
- AUM share
- 15.8%
- Avg. per client
- $278K
- Clients
- 78
- Regulatory AUM
- $126M
- AUM share
- 83.2%
- Avg. per client
- $1.61M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.55M
- AUM share
- 1.0%
- Avg. per client
- —
Total
- Clients
- 164
- Regulatory AUM
- $151M
- AUM share
- 100%
- Avg. per client
- —
- 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
- 51–100
Skyliner Wealth charges 0.50%–1.25% a year for its Investment management. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Stand-alone financial planning and consulting are charged hourly at $400 per hour; the fees are negotiable.
Mathew Hunnicutt owns 75% or more of Skyliner Wealth. The leadership team of Skyliner Wealth includes Chief Compliance Officer Mathew Hunnicutt. It has 6 employees, 3 of them in advisory roles.
Leadership
Mathew HunnicuttMember of LLC, and Chief Compliance Officer
Ian LaimbeerMember of LLC.
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 3 in advisory functions
- 3 state-registered reps
- 2 insurance agents
- Owns 75% or more of Skyliner Wealth, LLC
Mathew Hunnicutt
Control person · since March 2024
- Owns 25% to 50% of Skyliner Wealth, LLC
Ian Laimbeer
Control person · since January 2025
Skyliner Wealth’s regulatory assets grew from $109M (July 2025) to $151M (July 2026); clients rose from 153 to 164 and employees from 3 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $151M | 164 | 6 | 2 |
| July 2025 | $109M | 153 | 3 | 2 |
Besides its headquarters, Skyliner Wealth has 1 office, with 2 listed addresses in Oregon.
Oregon · 2 listed addresses
- 750 NW Charbonneau Street, Suite 211, BendHQ
- 5200 Meadows Road, Lake Oswego
Other business names
Skyliner Wealth has reported 1 other business name to the SEC.
- True Wealth
Contact and registration details
- Legal name
- Skyliner Wealth, LLC
- Headquarters
- 750 NW Charbonneau Street, Suite 211, Bend, OR 97703
- Website
- mytruewealthgroup.com
- Phone
- 541-588-5008
- @Truewealthgroup
- SEC file
- 801-130948
- Structure
- Oregon LLC
- Fiscal year end
- December
Skyliner Wealth uses Charles Schwab ($151M) as custodian for its separately managed accounts. Skyliner Wealth has custody of $99.7M in client assets for 91 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $151M100%
At year end, Skyliner Wealth’s separately managed accounts were mostly in funds (61%) and stocks (28%).
What the accounts hold
- Stocks28%
- Funds61%
- Bonds6%
- Investment grade corporate bonds4%
- U.S. government and agency bonds2%
- Cash5%
How many clients does Skyliner Wealth have?
Skyliner Wealth has 164 clients and manages $151 million for them, as of July 2026. They include 86 individual clients and 78 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 July 2026
What services does Skyliner Wealth offer?
Skyliner Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Skyliner Wealth charge?
Skyliner Wealth charges 0.50%–1.25% a year for its Investment management. The fee is billed in arrears and is negotiable.
Which custodians does Skyliner Wealth use?
Skyliner Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $151M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 July 2026
How many financial advisors does Skyliner Wealth have?
Skyliner Wealth has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are 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 Skyliner Wealth invest in?
At the end of its last fiscal year, Skyliner Wealth’s separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 28% exchange-traded equities, 5% cash and equivalents, 4% investment grade corporate bonds and 2% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Skyliner Wealth?
Skyliner Wealth’s direct owners are Mathew Hunnicutt (75% or more) and Ian Laimbeer (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 1 July 2026
How does Skyliner Wealth get paid?
Skyliner Wealth is paid through a percentage of assets under management and hourly charges. 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
How do I contact Skyliner Wealth?
Skyliner Wealth’s main office is at 750 NW Charbonneau Street, Suite 211, Bend, OR 97703. Its phone number is 541-588-5008. Its website is mytruewealthgroup.com.