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Obertlik Wealth Management
OBERTLIK WEALTH MANAGEMENT LLC is a state-registered investment adviser with $9 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
OBERTLIK WEALTH MANAGEMENT LLC is a state-registered investment adviser with $9 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
Multi Family Office
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
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.
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