OBAR WEALTH MANAGEMENT LLC

OBAR WEALTH MANAGEMENT LLC of LAKE FOREST, IL is an SEC-registered investment adviser (CRD 332815). Regulatory assets under management: $2.3M.

Registration

• CRD: 332815
• Type: Registered investment adviser
• Location: 276 E DEERPATH RD, LAKE FOREST, IL, 60045
• Phone: (847) 613-1282
• Latest filing: 2026-03-24
• Regulatory AUM: $2.3M
• Discretionary AUM: $2.3M
• Clients: 1
• Accounts: 17

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332815 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search