# Lobnek Wealth Management Inc.

> Lobnek Wealth Management Inc. is an SEC-registered investment advisory firm in Geneva, Switzerland, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 7, 2026.

- CRD: 284024
- Filed as: LOBNEK WEALTH MANAGEMENT INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Geneva, Switzerland
- Filing period: October 2026
- Form ADV filing dated: April 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284024
- AdvisorCensus page: https://advisorcensus.com/firm/lobnek-wealth-management-inc-geneva-284024

## Quick answers

**How is Lobnek Wealth Management Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Lobnek Wealth Management Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lobnek Wealth Management Inc. located?**
Lobnek Wealth Management Inc.'s principal office is in Geneva, Switzerland, according to its Form ADV.

**Is Lobnek Wealth Management Inc. registered with the SEC or a state?**
Lobnek Wealth Management Inc. is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 284024.

**How much does Lobnek Wealth Management Inc. manage?**
Lobnek Wealth Management Inc. reports $12,461,590 in regulatory assets under management in its Form ADV filing dated April 7, 2026 (96% discretionary).

**How have Lobnek Wealth Management Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Lobnek Wealth Management Inc.: Regulatory assets under management: $180,722,300 in the October 2021 data and $12,461,590 in the October 2026 data, down 93%. Total employees: 6 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lobnek Wealth Management Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (12).

**Which custodians does Lobnek Wealth Management Inc. use?**
Lobnek Wealth Management Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank Vontobel AG as a custodian holding 10% or more of its separately managed account assets.

**Does Lobnek Wealth Management Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284024

**What changed in Lobnek Wealth Management Inc.'s recent Form ADV filings?**
In the May 2026 filing data: Regulatory assets under management went from $9,369,674 to $12,461,590 (+33%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Bank Vontobel AG

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $12,461,590
- Discretionary: $11,956,302
- Non-discretionary: $505,288

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 12 | $12,461,590 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Other

### Firm details
- Registered since: 2016 (10 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [lobnek-inc.com](https://lobnek-inc.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $180,722,300 | 6 | March 1, 2021 |
| October 2022 | $231,324,000 | 4 | March 30, 2022 |
| October 2023 | $204,256,000 | 4 | March 15, 2023 |
| October 2024 | $168,837,274 | 3 | July 8, 2024 |
| October 2025 | $9,369,674 | 4 | March 27, 2025 |
| October 2026 | $12,461,590 | 4 | April 7, 2026 |

Regulatory assets under management: $180,722,300 in the October 2021 data and $12,461,590 in the October 2026 data, down 93%.
Total employees: 6 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $9,369,674 to $12,461,590 (+33%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lobnek Wealth Management Inc. (CRD 284024): Form ADV filing data as of October 2026.