CRD: 323899
Skrobonja Wealth Management, LLC
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- Custodian
- American Funds · Capital Group · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-28-2022
- Office Locations
- 1
Office Locations
About Skrobonja Wealth Management, LLC
Skrobonja Wealth Management, LLC is a fiduciary wealth manager serving entrepreneurs, professionals, and their families who delegate their finances and typically have $1M+ to invest. The firm provides comprehensive planning and portfolio management focused on cash-flow confidence, risk management, tax minimization, and estate/legacy strategy, with diversification across public markets and select non-traditional assets. A differentiator is its proprietary 21-point GAP Report diagnostic and BUILD Banking private-banking design.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRIAN RICHARD SKROBONJA
Chief Compliance Officer, Founder, Managing Member, President
- CRD
- #2430902
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Shane Harrison Lee
--
- CRD
- #8015735
Tyler Dean Skrobonja
--
- CRD
- #6719000
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,921,777 | $67,108 |
| Non-Discretionary | $0 | -- |
| Total | $45,921,777 | $67,108 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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