O
CRD: 332815
Obar Wealth Management LLC
Lake Forest, IL, 60045
8476131282
$2.3M Total AUM
$2.3M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-30-2024
- Office Locations
- 1
Office Locations
276 E Deerpath RD #556 Lake Forest IL
About Obar Wealth Management LLC
Obar Wealth Management LLC is a Lake Forest-based RIA. The firm has been operating for 1 years. Managing $2.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Charitable Giving, Estate Planning.
Team overview
27 AVG AGE
$2.3M AVG AUM / ADVISOR
$142.2K AVG AUM / CLIENT
1.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Delta capital
Client Personas
Vital
Investment Themes
Beacon Vital radial Vertex vital Pathway Frontier bridge
Investment Vehicles
Vector
Services
Catalyst horizon Ridge Harbor Unison beacon Foundation catalyst Vector
Owner & Executives
N
Nathaniel J Gandy
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #6931680
- Ownership
- 75% or more
(770) 305-8033
legacy.glacier@focuscapital.com
in linkedin.com/in/summit-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,275,705 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,275,705 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,275,705
Public Funds:
47.6% Equity - Exchange:
14.3% Cash:
38.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,714,511,658 | 47.6% |
| Equity - Exchange | $515,073,880 | 14.3% |
| Cash | $1,372,329,710 | 38.1% |
| Total | $3,601,915,248 | 100.0% |