Oberlin Wealth Partners, LLC

RIASEC Registered

Total AUM

$32.3M

Discretionary

$32.3M

100% of AUM

Avg account

$621K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Bryan, Ohio
CRD number: 164912
Website: www.oberlinwealth.com
Custodians: CHARLES SCHWAB & CO., INC., PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI63.78%
Insurance Companies34.56%
Individuals1.48%
Charitable Organizations0.18%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Oberlin Wealth Partners, LLC is a privately owned LLC that advises individual and family clients. The firm functions as a capital allocator and offers a mix of planning and investment services: financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, and the selection of third‑party advisers. Its fee arrangements include percentage-of-AUM billing, hourly charges, and fixed fees. Oberlin maintains industry ties to a broker‑dealer and an insurance company and does not position itself as an active ESG investor.