O'HARA WEALTH MANAGEMENT INC

O'HARA WEALTH MANAGEMENT INC of PORT JEFFERSON STATION, NY is an SEC-registered investment adviser (CRD 297201). Regulatory assets under management: $6.4M.

Registration

• CRD: 297201
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297201 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search