Lobnek Wealth Management Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated April 7, 2026, reports $12M in regulatory assets under management, 4 employees, 1 office, and 12 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$12Mas of April 7, 2026
Discretionary95.9%
$12M
96% of total RAUM95.9%
Non-discretionary4.1%
$505K
4% of total RAUM4.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$12M
Total Accounts12
10Y AUM Change+$12M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee3:1
10Y Employee Change-4 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.