Obertlik Wealth Management

Steve Obertlik is the primary wealth manager and likely makes or oversees investment decisions at the firm. Public records list him as the key contact and principal of the RIA (per public record). The firm does not disclose a separate investment committee.

The firm provides financial planning, retirement planning, tax optimization, and estate planning. It positions itself as a comprehensive financial advisor for families (per the firm's RIA disclosures). It does not publicly market advanced alternative asset strategies.

It operates as a registered investment advisor serving multiple clients, which aligns with a multi-family office structure. The firm serves high-net-worth individuals and families but does not claim a single-family office exclusivity (per public record).

The firm does not publicly disclose its AUM (Undisclosed). Regulatory filings may provide figures, but those are not part of the public record cited here. An estimate is not available from public sources.

The firm likely invests through publicly traded securities and third-party funds, as is typical for an RIA of this size. No direct private-equity or venture investments have been reported (per public record). Its portfolio management is described as discretionary.

The firm relies on referrals and local relationships in Wisconsin. It does not maintain a public marketing presence. An SEC advisory firm registration suggests it obtains clients through community and professional networks (per public record).

The origin of wealth for the firm's clients is not publicly disclosed. The firm serves clients in the Mequon area, an affluent suburb, but no specific industry or fortune is identified (per public record).