{"url":"https://nivawealth.com/firms/skyliner-wealth-332426","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/332426","regulatoryAum":151410600,"crd":"332426","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4653059","suffix":null,"lastName":"HUNNICUTT","firstName":"MATHEW","middleName":"W"},{"crd":"2787002","suffix":null,"lastName":"Klotter","firstName":"Donald","middleName":null},{"crd":"6547229","suffix":null,"lastName":"Laimbeer","firstName":"Ian","middleName":"PATRICK"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-07-16","regulatoryAum":108531615,"clients":153,"employees":3,"offices":2},{"filedOn":"2026-07-01","regulatoryAum":151410600,"clients":164,"employees":6,"offices":2}],"secFileNumber":"801-130948","legalName":"Skyliner Wealth, LLC","displayName":"Skyliner Wealth","slug":"skyliner-wealth-332426","website":"https://mytruewealthgroup.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/Truewealthgroup","founded":null,"organization":"Oregon limited liability company","fiscalYearEnd":"December","headquarters":{"street":"750 NW Charbonneau Street, Suite 211","city":"Bend","state":"OR","stateName":"Oregon","country":"United States","postalCode":"97703"},"tradeNames":["True Wealth"],"registration":{"secApproved":"19 August 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":913764.4390243902,"staff":{"employees":6,"advisory":3,"brokerDealerReps":0,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":151410600,"discretionary":151410600,"discretionaryAccounts":557,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":86,"regulatoryAum":23899649},{"label":"High-net-worth individuals","clients":78,"regulatoryAum":125957719},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":1553232}],"feePrograms":[{"role":"main","program":"Investment management","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027598","versionId":1027598,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-26","documentName":"TRUE WEALTH GROUP ADV 2A","fee_rate_low":0.5,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning and consulting","summary":"Stand-alone financial planning and consulting are charged hourly at $400 per hour; the fees are negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027598","versionId":1027598,"submittedOn":"2026-03-26","documentName":"TRUE WEALTH GROUP ADV 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T17:49:04.938859+00:00","documents":[{"name":"TRUE WEALTH GROUP ADV 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027598","versionId":1027598,"submittedOn":"2026-03-26"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":151410600}],"custodyNote":"Skyliner Wealth has custody of $99.7M in client assets for 91 clients.","otherCustodians":[],"leadership":[{"name":"Mathew Hunnicutt","title":"Member of LLC, and Chief Compliance Officer","crd":"4653059"},{"name":"Ian Laimbeer","title":"Member of LLC.","crd":"6547229"}],"ownership":[{"label":"Mathew Hunnicutt","detail":"Member of llc, and chief compliance officer in the 75% or more ownership band and a control person, since March 2024."},{"label":"Ian Laimbeer","detail":"Member of llc. in the 25% to 50% ownership band and a control person, since January 2025."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Oregon","offices":2,"addresses":[{"street":"750 NW Charbonneau Street, Suite 211","city":"Bend","headquarters":true},{"street":"5200 Meadows Road","city":"Lake Oswego"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"541-588-5008","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":28},{"label":"U.S. government/agency bonds","percent":2},{"label":"Investment grade corporate bonds","percent":4},{"label":"Securities issued by registered investment companies or business development companies","percent":61},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"1 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/332426/PDF/332426.pdf","brochureDate":"26 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027598","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Skyliner Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Skyliner Wealth offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Skyliner Wealth charge?","answer":"Skyliner Wealth charges 0.50%–1.25% a year for its Investment management. The fee is billed in arrears and is negotiable.","source":"TRUE WEALTH GROUP ADV 2A, filed 26 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Skyliner Wealth use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Skyliner Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Skyliner Wealth invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Skyliner Wealth?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Skyliner Wealth get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Skyliner Wealth?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 1 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. 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."}