# Skibek Wealth Management

> Skibek Wealth Management is a state-registered investment advisory firm in Charlotte, NC, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 322652
- Filed as: SKIBEK WEALTH MANAGEMENT
- Legal name: Skibek Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/322652
- AdvisorCensus page: https://advisorcensus.com/firm/skibek-wealth-management-charlotte-nc-322652

## Quick answers

**How is Skibek Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Skibek Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Skibek Wealth Management located?**
Skibek Wealth Management's principal office is in Charlotte, NC, according to its Form ADV.

**Is Skibek Wealth Management registered with the SEC or a state?**
Skibek Wealth Management is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 322652.

**How much does Skibek Wealth Management manage?**
Skibek Wealth Management reports $33,746,867 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Skibek Wealth Management's assets and staff changed since 2022?**
In the Form ADV data for Skibek Wealth Management: Regulatory assets under management: $0 in the October 2022 data and $33,746,867 in the October 2026 data. Total employees: 1 in October 2022 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Skibek Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (12); individuals (other than high net worth individuals) (10).

**Does Skibek Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/322652

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $33,746,867
- Discretionary: $33,746,867
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $4,189,327 |
| High net worth individuals | 12 | $29,557,540 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- skibekwealth.com
- LinkedIn @skibek-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 1 | September 1, 2022 |
| October 2026 | $33,746,867 | 1 | March 31, 2026 |

Regulatory assets under management: $0 in the October 2022 data and $33,746,867 in the October 2026 data.
Total employees: 1 in October 2022 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Skibek Wealth Management (CRD 322652): Form ADV filing data as of October 2026.