Be advised. This firm is no longer registered.

Oberstein Wealth Management , Inc.

Oberstein Wealth Management , Inc. (CRD# 133462) is a financial advisory firm headquartered in Encino, CA. They manage $4,884,296 in 46 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
16130 Ventura B. #550, Encino, CA 91436
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $106,180
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Oberstein Wealth Management , Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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