BOELTE O'HARA WEALTH MANAGEMENT

BOELTE O'HARA WEALTH MANAGEMENT of CLARKSVILLE, VA is an SEC-registered investment adviser (CRD 281839). Regulatory assets under management: $16.2M.

Registration

• CRD: 281839
• Type: Registered investment adviser
• Location: 403 VIRGINIA AVENUE, CLARKSVILLE, VA, 23927
• Phone: (434) 374-2928
• Latest filing: 2026-03-24
• Regulatory AUM: $16.2M
• Discretionary AUM: $16.2M
• Clients: 1
• Accounts: 216

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281839 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search