# OBN Wealth Advisors

> OBN Wealth Advisors is a state-registered investment advisory firm in Stockbridge, GA, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 3, 2026.

- CRD: 287483
- Filed as: OBN WEALTH ADVISORS
- Legal name: OBN Wealth Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Stockbridge, GA
- Filing period: October 2026
- Form ADV filing dated: February 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/287483
- AdvisorCensus page: https://advisorcensus.com/firm/obn-wealth-advisors-stockbridge-ga-287483

## Quick answers

**How is OBN Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), OBN Wealth Advisors 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 OBN Wealth Advisors located?**
OBN Wealth Advisors' principal office is in Stockbridge, GA, according to its Form ADV.

**Is OBN Wealth Advisors registered with the SEC or a state?**
OBN Wealth Advisors is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 287483.

**How much does OBN Wealth Advisors manage?**
OBN Wealth Advisors reports $13,986,616 in regulatory assets under management in its Form ADV filing dated February 3, 2026 (100% discretionary).

**What types of clients does OBN Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (42).

**Does OBN Wealth Advisors 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/287483

## 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: $13,986,616
- Discretionary: $13,986,616
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $8,980,738 |
| High net worth individuals | Fewer than 5 | $5,005,878 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- obnwealthadvisors.com
- Facebook @OBNWEALTHADVISORS
- LinkedIn @obn-wealth-advisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. OBN Wealth Advisors (CRD 287483): Form ADV filing data as of October 2026.