Skrobonja Wealth Management, LLC

RIAState RegisteredEst. 2022

Total AUM

$45.9M

Discretionary

$45.9M

100% of AUM

Avg account

$104K

Accounts

442

Employees

Advisory reps

Firm details

Headquarters: Arnold, Missouri
CRD number: 323899
Registered since: November 28, 2022
Website: www.skrobonjafinancialgroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals82.24%
HNWI17.42%
Corporations / Businesses0.33%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Skrobonja Wealth Management, LLC is an independent, owner-operated RIA structured as an LLC that serves both individual and institutional clients. The firm functions as a capital allocator, sourcing and placing client capital with external managers in addition to running discretionary portfolios in-house. Advisory services emphasize financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. On the business side, the firm’s principals also operate as registered representatives of a broker‑dealer and maintain insurance brokerage capabilities. Fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements. The firm does not identify as an active ESG investor.