Skylark Wealth, LLC

Skylark Wealth, LLC (CRD# 283522) is a financial advisory firm headquartered in San Francisco, CA. They manage $20,179,909 in 57 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2443 Fillmore St #380-1492, San Francisco, CA 94115
https://www.skylarkwealth.com
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $354,033
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Skylark Wealth, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michal Skowronski, financial advisor San Francisco CA
Michal Skowronski
CRD#: 6637572
2443 Fillmore St #380-1492, San Francisco, CA 94115

Michal Skowronski (CRD# 6637572) is an Investment Advisor Representative working at Skylark Wealth, LLC in San Francisco, CA and has 12 years of experience in the finance industry. Michal Skowronski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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