Liran Amir
SKP Wealth · Glendale, Wisconsin
Liran Amir is a fee-only financial advisor at SKP Wealth in Glendale, Wisconsin. Liran focuses on equity compensation, retirement planning and small business owners. SKP Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | SKP Wealth |
|---|---|
| Based in | Glendale, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.9M across 26 accounts |
| SEC registration | Investment adviser representative in NY, WI · CRD 7929533 |
| Exams passed | Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.skp-wealth.com |
| Profile |
How Liran's firm compares
- SKP Wealth's average account is about $73,000, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Liran
Is Liran Amir a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Liran holds no broker registration, and SKP Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Liran charge for financial advice?
Liran's firm, SKP Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Liran Amir based?
Liran Amir is based in Glendale, Wisconsin.
What does Liran specialize in?
Liran's specialties include equity compensation, retirement planning, small business owners, estate & legacy planning and tax planning.
Is Liran Amir registered with the SEC?
Yes. Liran Amir is registered as an investment adviser representative in NY and WI (CRD 7929533), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does SKP Wealth manage?
SKP Wealth reports $1.9M across 26 accounts in assets under management.
How do I contact Liran Amir?
Through Liran's website, www.skp-wealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SKP Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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