Lobnek Wealth Management Inc.

Overview

Lobnek Wealth Management Inc. is a small, independent registered investment adviser that focuses on advice to individuals and families. The firm’s advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and the production of periodic written guidance for clients. Fee arrangements are a mix of percentage-of-assets under management and fixed fees. Investment activity leans heavily toward publicly traded equities, with a clear preference for exchange-traded instruments and separately managed account solutions. The firm is not positioned as a capital allocator running its own third‑party fund platform; instead, it uses external managers where needed. Lobnek Wealth Management Inc. does not identify as an active ESG investor and operates from a single-office footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices