Andrew Travis Wong
Investment adviser representative at Sk Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$639MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Sk Wealth Management, LLCOct 2022 to now
- Wyndham DestinationsNov 2018 to Oct 2022
- MarriottJan 2017 to Nov 2018
- StarwoodJan 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (RI).
Sk Wealth Management, LLC
$639MAssets managed
323Clients
6Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8003585
- Firm CRD
- 109114