Obertlik Wealth Management LLC

The firm provides discretionary and non‑discretionary asset management and ongoing portfolio management services to individual and high‑net‑worth clients. As of December 31, 2025 it reported approximately $8.55 million in assets under management across about 16 client accounts, with client goals, time horizons and risk tolerances documented to guide portfolio monitoring and asset allocation.

Investment selection and strategy are based on fundamental and cyclical analysis, and the firm implements client programs through security selection, asset allocation, periodic rebalancing and quarterly reviews, including consideration of tax‑loss harvesting. The firm offers both discretionary trading authority and non‑discretionary advice, may permit margin in accounts (with fees billed on net asset value when margin is used), and requires clients to custody assets at a single broker‑dealer (Charles Schwab).

Distinctive features include its recent establishment as a single‑advisor practice with a very small client roster, and the principal’s substantial outside business activities in delivery and vending operations that the firm reports consume about 25% of the principal’s time. The brochure also discloses several operational choices that differ from many peers: the firm does not aggregate trades across client accounts, does not vote client proxies (clients receive and vote their own proxies), the principal’s background does not include post‑secondary education, and the firm may receive custodial research/soft‑dollar benefits from its custodian, which it says is managed under its fiduciary duties.