# Obertlik Wealth Management

Obertlik Wealth Management is a Multi Family Office based in Mequon, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Mequon, United States
- **Region:** North America
- **Address:** Mequon, WI, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 335755
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/335755

## About

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.

## Sectors

- Wealth Management
- Financial Planning
- Investment Advisory

## People

- Steve Obertlik — Wealth Manager

## 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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Last updated: 2026-07-06T01:24:22.366Z

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