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

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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).

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.