Advisor at Obertlik Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Obertlik Wealth Management LLC
Location
Pompton Plains, NJ
Credentials
Series 65
Industry experience
< 1 year
Joseph Obertlik is the principal and sole advisor at Obertlik Wealth Management LLC, holding a Series 65 credential. He has been with the firm since its founding in 2025 and has no prior industry experience. Outside of financial advising, he serves as president of several non-investment businesses, including vending operations and pickup delivery services. Obertlik Wealth Management LLC provides discretionary and non-discretionary asset management services to individual and high-net-worth clients. The firm employs fundamental and cyclical analysis for investment selection and offers personalized portfolio management with periodic rebalancing and quarterly reviews.
Annual fee of no more than 2.0%, negotiable, billed monthly in arrears based on assets managed as of the last business day of the previous month
Account minimum: $50,000
Pompton Plains, NJ
New Jersey
Obertlik Wealth Management LLC
2025 - Present (1 year)
Obertlik Wealth Management LLC
2025 - Present (1 year)
Obertliks Vending LLC
2022 - Present (4 years)
JOML Logistics Inc.
2019 - Present (7 years)
RLJ Obertlik Inc.
2010 - Present (16 years)
PJSJW Corp
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Oakland, NJ
Stargazer Financial Planning
Series 63
Upper Saddle River, NJ
Wavelet Advisors
Series 63, Series 65
Cedar Grove, NJ
Itani Wealth Management
Series 63, Series 66
Rutherford, NJ
Avanti Wealth Management
CFP®, Series 63, Series 65
Morristown, NJ
O'Dowd Asset Management LLC
Series 66
Whippany, NJ
LBK Financial LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")