SKIBEK WEALTH MANAGEMENT

SKIBEK WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 322652). Regulatory assets under management: $33.7M.

Registration

• CRD: 322652
• SEC file number: 801-126479
• Type: Registered investment adviser
• Phone: 704-612-6658
• Latest filing: 2026-03-31
• Regulatory AUM: $33.7M
• Discretionary AUM: $33.7M
• Clients: 1
• Accounts: 90

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322652 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search