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LOBNEK WEALTH MANAGEMENT INC.
CRD 284024File 801-107956
APPROVED
Retail clients
Filing as of Apr 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$12.5M
Bottom 25% of cohort (national)
Discretionary AUM
$12.0M
Non-discretionary $505K
Clients
12
12 accounts
Employees
4
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jul 15, 2016
- Principal office
- 7, RUE DE LA CONFEDERATION, GENEVA, 1204
- Phone
- 011417189030
- Website
- HTTP://WWW.LOBNEK-INC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $12.5M
- Discretionary AUM
- $12.0M
- Non-discretionary AUM
- $505K
- Discretionary accounts
- 11
- Non-discretionary accounts
- 1
- Total accounts
- 12
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 12 | $12.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Publications
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.