# Obar Wealth Management LLC

> Obar Wealth Management LLC is a state-registered investment advisory firm in Lake Forest, IL, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 332815
- Filed as: OBAR WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lake Forest, IL
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332815
- AdvisorCensus page: https://advisorcensus.com/firm/obar-wealth-management-llc-lake-forest-il-332815

## Quick answers

**How is Obar Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Obar Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Obar Wealth Management LLC located?**
Obar Wealth Management LLC's principal office is in Lake Forest, IL, according to its Form ADV.

**Is Obar Wealth Management LLC registered with the SEC or a state?**
Obar Wealth Management LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332815.

**How much does Obar Wealth Management LLC manage?**
Obar Wealth Management LLC reports $2,275,705 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does Obar Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (13); high net worth individuals (1).

**Does Obar Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332815

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,275,705
- Discretionary: $2,275,705
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $783,564 |
| High net worth individuals | 1 | $1,492,141 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- obarwm.com
- YouTube @OWMLLC

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Obar Wealth Management LLC (CRD 332815): Form ADV filing data as of October 2026.