← Back to search
O'HARA WEALTH MANAGEMENT INC
CRD 297201
812 HALLOCK AVENUE, PORT JEFFERSON STATION, NY, 11776, United States
Phone
631-403-4283
Fax
631-403-4285
Registration
— (—)
Source
State registered
Total AUM
$6.4M
Discretionary AUM
$6.4M
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; SELECTION OF OTHER ADVISOR FEES
Org form
Corporation
Filing date
2026-01-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $6.4M |
Official SEC filing: View on IAPD