Skibek Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$33,746,867
Clients
22
55% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
22
TypicalAverage account size
$1,533,949
About
Skibek Wealth Management provides discretionary investment management and comprehensive financial planning to a mix of individual clients (including high-net-worth individuals), trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. As of December 31, 2025 the firm reported approximately $33.7 million in discretionary assets under management across 22 client relationships.
The firm builds portfolios using low-cost mutual funds, ETFs, individual securities and fixed income, drawing on fundamental, technical and cyclical analysis and implementing model portfolios made available through Altruist. Skibek Wealth operates with discretionary trading authority, monitors accounts on an ongoing basis, and conducts at least annual formal reviews while including financial planning for investment management clients without charging a separate planning fee.
Compared with many peers, Skibek Wealth relies on a single custodial and execution platform — Altruist Financial — and expects clients to use that custodian to facilitate account opening, custody, and trade execution, with integrated third‑party model access and reporting. The firm does not receive soft-dollar benefits, does not sponsor wrap programs, and reports policies for fee deduction via the custodian and routine handling of trade errors and class-action notices.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Fee options
$0.00 - $4,999,999.99: 0.75% $5,000,000.00+: 0.50%
Fee-only: Yes, fees are charged as a percentage of assets under management with no commissions.
Most active in
Skibek Wealth Management has reported serving >5 clients in these states in the last 12 months.
North Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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