Obertlik Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 335755
- Website
- obertlikwealthmanagement.com
- 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 New Jersey–registered limited liability company that provides fee-based portfolio management to individuals, families and small businesses. The firm is owner-operated and charges clients a percentage of assets under management. Its advisory work centers on discretionary portfolio management rather than institutional pension consulting or multi-state consulting, and it does not describe itself as an active ESG investor. Services appear oriented toward direct wealth management relationships rather than capital allocation or third-party manager oversight.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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