RIA Intel›Advisers›Ohio›OBERLIN WEALTH PARTNERS, LLC

OBERLIN WEALTH PARTNERS, LLC

Advisory

BRYAN, OH

Data as of Jun 26, 2026 · Source: SEC Form ADV

Average account

$621K

across 52 accounts

AUM per adviser

$32M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 26, 2026.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$32M

Discretionary AUM$32M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients17

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates In7 states

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

17 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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SOUTHWORTH INVESTMENT MANAGEMENT, LLC

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WEALTH MANAGEMENT GROUP, INC.

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