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OBERLIN WEALTH PARTNERS, LLC
CRD 164912
208 NORTH LYNN STREET, BRYAN, OH, 43506, United States
Phone
(419) 636-1141
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$32.3M
Discretionary AUM
$32.3M
Team
3 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersFAMILY OFFICE SERVICES AND BUSINESS CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $479K |
| High net worth individuals | 13 | $20.6M |
All web addresses on file
Official SEC filing: View on IAPD