This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Truist Bank · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-09-2022
- Office Locations
- 1
Office Locations
About Skibek Wealth Management
Skibek Wealth Management is a North Carolina-registered RIA founded in 2022 serving high-net-worth individuals from Charlotte. Led by CFP Jason Skibek (9 years at Vanguard; former Vanguard Personal Advisor Services), the firm provides holistic financial planning and portfolio construction with a low-cost, tax-efficient, diversified investing approach, including custody via Altruist.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JASON CHESTER SKIBEK
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #6259694
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,746,867 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,746,867 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing