Obertlik Wealth Management LLC
RIASEC Registered
Total AUM
$20.4M
Discretionary
$20.4M
100% of AUM
Avg account
$755K
Accounts
27
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 335755
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI88.23%
- Individuals11.77%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Obertlik Wealth Management LLC is a privately owned limited liability company that provides portfolio management for individuals, families and small-business owners. The firm charges fees based on a percentage of assets under management and operates as a single-owner advisory practice focused on individual and family clients rather than institutional mandates. It does not position itself as an ESG investor and is not listed as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Public Funds/Mutual Funds1%
Contacts
1 of 1Joseph Obertlik
Investment Advisor RepresentativeCRD 8066790
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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