O
CRD: 335755
Obertlik Wealth Management LLC
Pompton Plains, NJ
2018353495
$20.4M Total AUM
$20.4M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-30-2025
- Office Locations
- 1
Office Locations
-- Pompton Plains NJ
About Obertlik Wealth Management LLC
Obertlik Wealth Management LLC is a Pompton Plains-based RIA. The firm has been operating for 0 years. Managing $20.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management.
Team overview
-- AVG AGE
$20.4M AVG AUM / ADVISOR
$815.1K AVG AUM / CLIENT
0.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Alpha alpha Crest radial
Client Personas
Pioneer zenith
Investment Themes
Beacon
Investment Vehicles
Pathway
Services
Pioneer horizon
Owner & Executives
J
JOSEPH OBERTLIK
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #8066790
- Ownership
- 75% or more
(316) 667-8162
signal.focus@matrixcapital.com
in linkedin.com/in/catalyst-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,377,548 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,377,548 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,377,548
Equity - Exchange:
44.0% Public Funds:
56.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $807,386,729 | 44.0% |
| Public Funds | $1,027,583,109 | 56.0% |
| Total | $1,834,969,838 | 100.0% |