LA
Liran Amir
SKP WEALTH
GLENDALE, WI
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CRD#: 7929533
LA
Professional summary
Liran Amir is a registered financial advisor currently at SKP WEALTH located in Glendale, Wisconsin.
Liran is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Liran has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Liran Amir is the Founding/Managing Partner of Sakura Partners, LLC, which was founded in 3/2017. This activity accounts for approximately 30% of his time. This business is an accounting firm located in Glendale, WI. Mr. Amir spends approximately 1.25 hours on this other business during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Liran Amir's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 8, 2024 - Present
SKP WEALTH
RIA
CRD#: 331673
GLENDALE, WI
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New York(4/7/2025)
IAR
Wisconsin(8/8/2024)
Current Firm
SW
SKP WEALTH
SKP WEALTH | SKP WEALTH MANAGEMENT LLC
CRD#: 331673 / SEC#:
New York
Registered Investment Advisory firm - (4/7/2025 Approved)Wisconsin
Registered Investment Advisory firm - (8/8/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Glendale, WI
Mailing Address
Phone number
(646) 579-2006
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 285,906 |
Red Flags
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