Multi-Family OfficeRIA · CRD 332815SEC-Registered

Updated:

OBAR WEALTH MANAGEMENT LLC

OBAR WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in LAKE FOREST, IL. The firm manages approximately $2 million in regulatory assets.

OBAR WEALTH MANAGEMENT LLC

OBAR WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in LAKE FOREST, IL. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Frequently asked questions

Who runs investment decisions at OBAR Wealth Management?

The firm's leadership and investment committee members are not publicly identified. No named principals are listed on OBAR Wealth Management's corporate filings or professional networks. A potential investor would need to request this information directly from the firm.

Is OBAR Wealth Management a single family office or does it operate more like an RIA?

OBAR Wealth Management is registered as an RIA under U.S. securities law. This structure implies it is a multi-family office or wealth management firm serving multiple clients, rather than a dedicated single-family office. Its regulatory filings would confirm this classification, but the firm does not publicly disclose its client count or concentration.

What investment stages does OBAR Wealth Management typically target?

There is no public record of OBAR Wealth Management's investment stage preferences. The firm may allocate across public equities, fixed income, or alternative assets, but it has not disclosed a focus on venture capital, private equity, or any specific stage.

Does OBAR Wealth Management participate in fund commitments or direct deals?

No public information is available on whether OBAR Wealth Management commits to external funds or makes direct investments. The firm's investment vehicles and strategy are not documented in any accessible source.

How is OBAR Wealth Management related to other OBAR entities?

The firm's name includes 'OBAR,' which may be a surname or an acronym. No publicly available records connect it to other known OBAR-branded entities, foundations, or operating companies. Further research via state business registries might clarify ownership.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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