Obertlik Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Obertlik Wealth Management LLC provides discretionary and non-discretionary asset management to individuals and high net worth clients, managing approximately $20,377,548 across about 25 client relationships. The firm documents client goals and constructs tailored investment programs that include asset allocation, security selection, and ongoing portfolio monitoring.
Investment decisions are driven by client objectives and employ fundamental and cyclical analysis, with cash treated as an asset class and the option for margin when elected by clients. Accounts are reviewed at least quarterly (and more often as needed) with attention to rebalancing and tax-loss harvesting opportunities, and the firm implements trades under either discretionary or non-discretionary authority per client agreement.
Founded in 2025, the firm’s principal reports outside-business activities as president of several pickup/delivery and related companies and devotes roughly 25% of his time to those roles, with portions of that time outside market hours. The firm requires clients to custody assets at Charles Schwab, does not aggregate trades across client accounts, and does not vote client proxies (clients receive and vote their own proxy materials).
Client services
Expertise
Fee options
up to 2.0% annually, negotiable based on criteria such as historical relationship, type of assets, anticipated future earning capacity, additional assets, account composition, and negotiations
Account minimum: $250,000 (may be lowered or waived in certain instances)
Main office
Pompton Plains NJ
Advisors at this office
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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