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Chief Executive Officer, President and Director · Lobnek Wealth Management Inc.

Marc A. Moret

CRD 4395126 · Named on Form ADV at one SEC-registered adviser

At a glance

Lobnek Wealth Management Inc., an SEC-registered wealth manager based in Geneva, Switzerland with $12 million in regulatory assets, lists Marc A. Moret on its Form ADV as Chief Executive Officer, President and Director, a control person.

Firms and roles

AtlasMembers

Marc’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Gianpiero SturzoChief Compliance Officer and Chief Operating Officer, Lobnek Wealth Management Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Marc’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.