# O'HARA WEALTH MANAGEMENT INC

O'HARA WEALTH MANAGEMENT INC of PORT JEFFERSON STATION, NY is an SEC-registered investment adviser.

## Registration

- CRD: 297201
- Type: SEC-registered investment adviser
- Location: 812 HALLOCK AVENUE, PORT JEFFERSON STATION, NY, 11776
- Phone: 631-403-4283
- Latest filing: 2026-01-09
- Regulatory AUM: $6.4M
- Discretionary AUM: $6.4M
- Clients: 1
- Accounts: 30

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297201/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297201/similar
- Related entities: https://search.stillhousedata.com/firm/297201/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297201

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.