OBAR WEALTH MANAGEMENT LLC

Overview

Obar Wealth Management LLC is an independent, owner-operated registered investment adviser organized as a limited liability company that focuses on serving individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers when appropriate. Fee arrangements are flexible and include percentage-of-AUM, hourly charges and fixed-fee engagements, reflecting a mix of ongoing wealth-management relationships and project-based planning work. The firm signals an active approach to ESG investing, incorporating environmental, social and governance criteria into client portfolios where suitable. As a capital allocator, Obar Wealth Management LLC uses third-party managers for certain exposures rather than solely relying on in-house trading, and it typically constructs client portfolios from pooled vehicles and externally managed strategies rather than concentrated, single-stock positions.

Assets & Accounts

Public Holdings

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Location & Offices