# Skibek Wealth Management

Skibek Wealth Management is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/skibek-wealth-management

## Regulatory record

- **CRD number:** 322652
- **SEC file number:** 801-126479
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/322652

## About

Skibek Wealth Management is a Registered Investment Advisor with the State of North Carolina that seeks to provide high-net-worth individuals with a partner to navigate complicated financial matters in any life circumstance. The firm emphasizes low cost, tax efficient, and diversified investing and building long-term client relationships. Jason Skibek, CFP established the firm to offer high value advice at an affordable price.

## People

- James Skibek — Principal

## Questions

### Does Skibek participate in fund commitments or only direct deals?

Public records do not detail the firm's allocation split between fund commitments and direct investments. Single-family offices of this profile often blend both — making fund commitments to access top-quartile managers and geographic or sector expertise, while reserving direct investments for areas where the principal has operational edge or personal conviction. The exact mix, however, remains undisclosed.

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Last updated: 2026-08-11T15:08:04.536Z

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