OBERTLIK WEALTH MANAGEMENT LLC

OBERTLIK WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 335755). Regulatory assets under management: $20.4M.

Registration

• CRD: 335755
• Type: Registered investment adviser
• Phone: 201-835-3495
• Latest filing: 2026-06-09
• Regulatory AUM: $20.4M
• Discretionary AUM: $20.4M
• Clients: 1
• Accounts: 27

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335755 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search