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Obertlik Wealth Management
Steve Obertlik founded Obertlik Wealth Management LLC in Mequon, Wisconsin, a suburb north of Milwaukee.
Obertlik Wealth Management
Steve Obertlik founded Obertlik Wealth Management LLC in Mequon, Wisconsin, a suburb north of Milwaukee. The firm operates as a registered investment advisor under SEC oversight, catering to affluent families and individuals seeking comprehensive wealth management. Public records indicate the firm advises clients on investment strategy, retirement planning, tax optimization, and estate planning, though no founding year or wealth origin is publicly attributed. The firm's investment approach centers on discretionary portfolio management, blending a mix of equities, fixed income, and alternative assets. It does not disclose a specific style tilt or sector concentration. The geographic footprint appears limited to the Midwest region, primarily Wisconsin. No named portfolio companies or co-investment deals are on record. Obertlik Wealth Management keeps a low public profile. It has no listed additional offices, and team size is not disclosed. The firm operates independently, without a known affiliated philanthropic foundation or operating company. No recent operational events in the last 24 months are publicly reported. As a small, single-office RIA, the firm differentiates itself through direct client relationships and fiduciary responsibility rather than scale. It lacks the public-facing brand of larger multi-family offices, making client discretion a likely structural feature.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Mequon
Corporate office
Mequon, WI, United States
Principals
Steve Obertlik
Wealth Manager
Sector focus
Frequently asked questions
Who runs investment decisions at 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.
What services does Obertlik Wealth Management offer beyond investing?
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.
Is Obertlik Wealth Management a single-family office or multi-family office?
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).
What is Obertlik Wealth Management's AUM?
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.
Does Obertlik Wealth Management invest in direct deals or funds?
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.
How does Obertlik Wealth Management source its clients?
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).
Where is the underlying wealth at Obertlik Wealth Management from?
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).
Profile maintained by Altss 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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