SKROBONJA WEALTH MANAGEMENT, LLC

RIASEC 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 registered investment adviser organized as an LLC and SEC-registered in 2022. The firm describes itself as a capital allocator that serves both individual and family clients as well as institutional relationships. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third‑party managers. In addition to investment advisory work, the firm operates in dual capacities as a registered representative of a broker‑dealer and as an insurance broker. Fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed fees. The firm does not identify as an active ESG investor.