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LOBNEK WEALTH MANAGEMENT INC.

GENEVA, Switzerland · CRD 284024 · IAPD ↗ · lobnek-inc.com · 011417189030

$12.5MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

15
April 2025 — LOBNEK WEALTH MANAGEMENT INC. reported RAUM down 94% ($168.8M -> $9.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
15
August 2024 — LOBNEK WEALTH MANAGEMENT INC. moved its main office from NEW YORK, NY to GENEVA, .
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
April 2024 — LOBNEK WEALTH MANAGEMENT INC. moved its main office from GENEVA, to NEW YORK, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.