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OBN Wealth Advisors
OBN Wealth Advisors is a state-registered investment adviser in Stockbridge, GA. The firm manages approximately $14 million in regulatory assets.
Overview
OBN Wealth Advisors is a state-registered investment adviser in Stockbridge, GA. The firm manages approximately $14 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 OBN Wealth Advisors?
No principals or investment committee members have been publicly named for OBN Wealth Advisors. The firm has not disclosed its leadership team in any available source.
Does OBN Wealth Advisors participate in fund commitments or only direct deals?
No public information exists on whether OBN Wealth Advisors makes fund commitments, direct investments, or co-investments. Its investment vehicles and strategies are not disclosed.
What investment stages does OBN Wealth Advisors typically target?
Target stages are unconfirmed. The firm has not released any information on its preferred investment stages, asset classes, or duration.
Which sectors does OBN Wealth Advisors explicitly avoid?
No sector exclusions have been publicly documented. The firm has not communicated any negative screens or avoidance criteria.
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