Lobnek Wealth Management Inc.
● SEC registered since 2016CRD 284024SEC# 801-107956Geneva
Reg. AUM
$12.5M
Employees
4
Accounts
12
Location
Geneva
Lobnek Wealth Management Inc. assets under management
Lobnek Wealth Management Inc. is an SEC-registered investment adviser based in Geneva. The firm has been registered since 2016. It reports $12.5 million in regulatory assets under management and employs 4 people.
Lobnek Wealth Management Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gianpiero Sturzo Control | Chief Compliance Officer And Chief Operating Officer | Under 5% | 2016 |
| Lobnek Wealth Management S.A. Control | Parent | Over 75% | 2016 |
| Marc Antoine Moret Control | Chief Executive Officer, President And Director | Under 5% | 2013 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Lobnek Wealth Management Inc. manage?
Lobnek Wealth Management Inc. reports $12.5 million in regulatory assets under management on its Form ADV.
How many employees does Lobnek Wealth Management Inc. have?
Lobnek Wealth Management Inc. reports 4 employees.
Where is Lobnek Wealth Management Inc. located?
Lobnek Wealth Management Inc. is based in Geneva and has been SEC-registered since 2016.
Does Lobnek Wealth Management Inc. disclose fund performance?
Lobnek Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7, Rue de la Confederation, Geneva 1204 |
| Phone | 011417189030 |
| Office hours | 8a.m. To 6p.m. Cet |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$12.5M▲ 33%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$12.5Mregulatory AUM
Discretionary $12MNon-discretionary $505K