A complete list of active advisors currently associated with Obertlik Wealth Management LLC

Warmer can help you find a great advisor at Obertlik Wealth Management LLC or one who fits your needs even better.

The firm provides investment advisory services to individuals and high‑net‑worth individuals, offering both discretionary and non‑discretionary asset management, portfolio monitoring, and customized investment programs. As of December 31, 2025 it managed about $8.55 million for roughly 16 client accounts and generally requires a $250,000 account minimum (which may be lowered or waived). Investment strategies are developed from each client’s stated objectives and risk tolerance and rely primarily on fundamental and cyclical analysis; cash is treated as an asset class and margin may be used when elected by a client. The firm conducts quarterly account reviews, considers tax‑loss harvesting and rebalancing opportunities, and will act under either limited trading authorization for discretionary accounts or obtain prior approval for non‑discretionary transactions. Distinctive operational features include a firm requirement to use a specific custodian (Charles Schwab) and a practice of managing each account separately without aggregating trades, which can lead to different execution prices for clients. The principal maintains several non‑investment businesses (logistics and vending) that occupy roughly 25% of his time, and the firm does not vote client proxies, leaving proxy voting to clients.

To learn more about the advisors currently working at Obertlik Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.