← Back to searchVisit website
BOELTE O'HARA WEALTH MANAGEMENT
KRISTINE A. BOELTE & ASSOCIATES, LLC
CRD 281839
403 VIRGINIA AVENUE, CLARKSVILLE, VA, 23927, United States
Phone
(434) 374-2928
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$16.2M
Discretionary AUM
$16.2M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingESTATE PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 149 | $16.2M |
All web addresses on file
Official SEC filing: View on IAPD