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LOBNEK WEALTH MANAGEMENT INC.
CRD 284024 · SEC 801-107956
7, RUE DE LA CONFEDERATION, GENEVA, CT, 1204, Switzerland
Phone
011417189030
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$12.5M
Discretionary AUM
$12.0M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsFINANCIAL REPORTING
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 12 | $12.5M |
States served
CT
All web addresses on file
Official SEC filing: View on IAPD