SkyOak Wealth
Finance · Nevada, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
6671 Las Vegas Blvd S Unit 210, Las Vega...Phone Number
(248) 358-6500Website
www.skyoakwealth.comRevenue
<$5 MillionIndustry
About SkyOak Wealth
Sky Oak Wealth offers goal-focused wealth management services tailored for successful families, individuals, and institutions. They serve a diverse clientele including executives, entrepreneurs, pre-retirees, recent retirees, businesses, and those navigating life changes such as loss or divorce. The firm emphasizes personalized guidance, legacy planning, and intentional partnerships to support clients throughout their financial journeys. With a multi-generational team of advisors boasting over 100 years of combined experience, Sky Oak Wealth aims to provide expert-led financial coordination at every stage of life.Explore more
SkyOak Wealth Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Compare Similar Companies to SkyOak Wealth
Compare insights from companies similar to SkyOak Wealth, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
SkyOak Wealth Tech Stack
A closer look at the technologies used by SkyOak Wealth
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Frequently Asked Questions Regarding SkyOak Wealth
Sign Up For FreeTo access detailed company insights
Sky Oak Wealth offers goal-focused wealth management services tailored for successful families, individuals, and institutions. They serve a diverse clientele including executives, entrepreneurs, pre-retirees, recent retirees, businesses, and those navigating life changes such as loss or divorce. The firm emphasizes personalized guidance, legacy pla... Read More
