Skibek Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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.
Main office
Charlotte NC
Advisors at this office
1
Most active in
North Carolina · Texas
Also doing business as
Skibek Wealth Management · Skibek Wealth Management LLC · Skibek Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
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