# Oberlin Wealth Partners, LLC

> Oberlin Wealth Partners, LLC is a state-registered investment advisory firm in Bryan, OH, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 26, 2026.

- CRD: 164912
- Filed as: OBERLIN WEALTH PARTNERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bryan, OH
- Filing period: October 2026
- Form ADV filing dated: June 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/164912
- AdvisorCensus page: https://advisorcensus.com/firm/oberlin-wealth-partners-llc-bryan-oh-164912

## Quick answers

**How is Oberlin Wealth Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Oberlin Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Oberlin Wealth Partners, LLC located?**
Oberlin Wealth Partners, LLC's principal office is in Bryan, OH, according to its Form ADV.

**Is Oberlin Wealth Partners, LLC registered with the SEC or a state?**
Oberlin Wealth Partners, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 164912.

**How much does Oberlin Wealth Partners, LLC manage?**
Oberlin Wealth Partners, LLC reports $32,281,548 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (100% discretionary).

**What types of clients does Oberlin Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (13); individuals (other than high net worth individuals) (4).

**Does Oberlin Wealth Partners, 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/164912

## 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: $32,281,548
- Discretionary: $32,281,548
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $479,115 |
| High net worth individuals | 13 | $20,589,978 |
| Charitable organizations | Fewer than 5 | $57,228 |
| Insurance companies | Fewer than 5 | $11,155,227 |

### 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DE, FL, NE, NY, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oberlinwealth.com
- LinkedIn @oberlin-wealth-partners-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oberlin Wealth Partners, LLC (CRD 164912): Form ADV filing data as of October 2026.