Partner, Client Relationship Manager · SK Wealth Management, LLC
Mackenzie M. Richards
CRD 6031168 · Named on Form ADV at one SEC-registered adviser
At a glance
SK Wealth Management, LLC, an SEC-registered wealth manager based in Providence, RI with $639 million in regulatory assets, lists Mackenzie M. Richards on its Form ADV as Partner, Client Relationship Manager.
Firms and roles
- SK Wealth Management, LLCPartner, Client Relationship ManagerWealth manager · Providence, RI · $639M in regulatory assets
AtlasMembers
Mackenzie’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jason E. ArchambaultCEO, Chief Compliance Officer, SK Wealth Management, LLC
- Matthew M. NeylandChief Investment Officer, SK Wealth Management, LLC
- Jason M. Da PonteMember, SK Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mackenzie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.