← Back to searchVisit website
OBAR WEALTH MANAGEMENT LLC
CRD 332815
276 E DEERPATH RD, #556, LAKE FOREST, IL, 60045, United States
Phone
(847) 613-1282
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$2.3M
Discretionary AUM
$2.3M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersTAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $784K |
| High net worth individuals | 1 | $1.5M |
All web addresses on file
Official SEC filing: View on IAPD