OBN Wealth Advisors

Overview

OBN Wealth Advisors is an independent RIAs structured as a limited liability company that focuses on serving individual and family clients through fee-based financial planning and portfolio management. The firm blends traditional advisory work—ongoing portfolio management, financial planning, and educational seminars—with periodic publications and client-facing communications. Its business model supports multiple billing approaches (percentage of AUM, hourly, and fixed fees), which allows flexibility for different client needs and project engagements. Investment activity is centered on public funds and mutual funds as the core building blocks of client portfolios, supplemented by selective use of alternative third-party managers in hedge funds and real estate. The firm does not position itself as a capital allocator, is not an active ESG investor, and primarily manages accounts on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices