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O'HAVER WEALTH MANAGEMENT, LLC
CRD 299698
438 EAST UNION STREET, NEWARK, NY, 14513, United States
Phone
(800) 332-7925
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$3.2M
Discretionary AUM
$3.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2023-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $1.5M |
| High net worth individuals | 3 | $1.5M |
| Pension/profit sharing plans | 4 | $200K |
Official SEC filing: View on IAPD