S
SkySail Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$21,048,314
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
33
15% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
33
HighAverage account size
$637,828
About
Skysail Wealth Management serves individual and high-net-worth clients with ongoing portfolio management, documenting each client's goals, tax situation, and risk tolerance in an Investment Policy Statement. The firm provides both discretionary and non-discretionary advisory services and also uses a third-party platform to manage held-away defined contribution participant accounts without taking custody.
The adviser employs a wide set of analytical methods—charting, cyclical and technical analysis, fundamental and quantitative analysis, and modern portfolio theory—to build portfolios that are generally equity-focused but may include mutual funds, ETFs, fixed income, REITs and other vehicles. Investment strategies span long- and short-term trading and explicitly include higher-risk techniques such as margin, short sales and options trading, and the firm indicates it may use private placements and venture capital funds when appropriate.
Noteworthy for a solo independent adviser, Skysail combines participant-account management for held-away retirement plan accounts with the capability to access alternative and private investment types that are less common at firms of this size. The firm requires custody at Schwab Institutional, does not accept proxy-voting authority, and provides quarterly custodian and adviser reports for client review.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Private / alternative investments
Annuities
Fee options
2.00% annually
Main office location
SkySail Wealth Management LLC
Spring Lake MI, United States
Number of offices
1
Most active in
SkySail Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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