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⚲
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| Lobnek Wealth Management Inc
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|
|
|---|---|
| CRD # | 284024 |
| SEC # | 801-107956 |
| CIK # | |
| AUM | $12.5 M (2026-04-07) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 011417189030 |
| Address | 7, Rue de La Confederation Geneva, Switzerland |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 12 | 12.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12 | 12.5 |
| By Discretionary | ||
| Discretionary | 11 | 12.0 |
| Non-Discretionary | 1 | 0.5 |
| Total | 12 | 12.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 12.5 | |
| Total | 12 | 12.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hodge Financial Services LLC
✚
|
0.0 | |
|
Cubetech Capital LLC
✚
|
0.0 | |
|
Bloom Investment Advisors LLC
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|
CA | 0.0 |
|
Atwood Financial Planning LLC
✚
|
0.0 | |
|
ML Wealth LLC
✚
|
NY | 0.0 |
|
Advanced Advisor Group LLC
✚
|
MN | 0.0 |
|
Blue Sky Wealth Partners LLC
✚
|
0.0 | |
|
Streetbeat LLC
✚
|
DE | 0.0 |
|
GET Moving Inc
✚
|
CA | 0.0 |
|
The Zillenial Advisors LLC
✚
|
0.0 |