Lobnek Wealth Management Inc.
Lobnek Wealth Management Inc. is an SEC-registered wealth manager in Geneva with $12.5M assets under management (AUM, regulatory AUM), +33% over one year. See who owns Lobnek Wealth Management Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284024, SEC 801-107956, data through 2026-04-07.
- AUM (assets under management / regulatory AUM)
- $12.5M (2026-04-07)
- Firm type
- Wealth Manager
- Location
- Geneva
- Employees
- 4
- Clients
- 12
- CRD
- 284024
- Ownership
- MORET, MARC, ANTOINE; Sturzo, Gianpiero; LOBNEK WEALTH MANAGEMENT S.A.; Vargas-Lopez, Sabrina
How much AUM does Lobnek Wealth Management Inc. have?
Lobnek Wealth Management Inc. reported $12.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-07).
Who owns Lobnek Wealth Management Inc.?
Disclosed owners and executives of Lobnek Wealth Management Inc. include MORET, MARC, ANTOINE, Sturzo, Gianpiero, LOBNEK WEALTH MANAGEMENT S.A., Vargas-Lopez, Sabrina. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.