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- Custodian
- Bank Vontobel · Charles Schwab & Company · UBS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-01-2013
- Office Locations
- 1
Office Locations
About Lobnek Wealth Management Inc.
Lobnek Wealth Management is an independent Geneva-based wealth manager founded in 2006, licensed by FINMA and supervised by the SEC. It builds bespoke portfolios using a core/satellite framework and institutional-style, long-term strategies, supported by a proprietary reporting platform for consolidation, fee transparency, and risk oversight. The firm also supports entrepreneurs and companies, including U.S.-bound startups, with its Cash+ liquidity management solution and planning around fundraising and exits.
Reported data analysis
What the numbers show
Between March 27, 2025 and April 7, 2026, reported AUM increased 33.0%, from $9.4M to $12.5M.
Across 5 reported observations, AUM decreased 94.6% between March 30, 2022 and April 7, 2026, from $231.3M to $12.5M.
Of the latest reported AUM, 95.9% is discretionary and 4.1% is non-discretionary.
The firm reports 3 advisory representatives and 12 clients, or 4 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on April 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
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- Services
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The full Lobnek Wealth Management Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARC ANTOINE MORET
Chief Executive Officer, DIRECTOR, President
- CRD
- --
- Ownership
- Less than 5%
Gianpiero Sturzo
Chief Compliance Officer, CHIEF OPERATING OFFICER, Partner
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,956,302 | $1,086,937 |
| Non-Discretionary | $505,288 | $505,288 |
| Total | $12,461,590 | $1,038,466 |
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Separately Managed Accounts
SMA allocation detail is available
Lobnek Wealth Management Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.