Skibek Wealth Management

Overview

Skibek Wealth Management is a small, owner-operated independent RIA formed in 2022 and structured as an LLC. The firm focuses on fee-based advisory work for individuals and families and provides financial planning and portfolio management services to individuals and small businesses. It does not position itself as a capital allocator or pension consultant and does not identify as an active ESG investor. Given its independent, newly formed status and single-office footprint, the firm appears to operate as a boutique advisor concentrating on personalized wealth management rather than institutional or multi-state practices. Investment activity leans heavily toward publicly available pooled vehicles—primarily mutual funds—while supplementing client portfolios with third-party real estate allocations. Skibek Wealth Management acts as a discretionary manager for the assets it oversees, using an asset-under-advisement model based on a percentage of AUM fee structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices