BARLAS O'REILLY WEALTH MANAGEMENT, LLC

BARLAS O'REILLY WEALTH MANAGEMENT, LLC of TARPON SPRINGS, FL is an SEC-registered investment adviser (CRD 298413). Regulatory assets under management: $35.8M.

Registration

• CRD: 298413
• Type: Registered investment adviser
• Location: 905 E MARTIN LUTHER KING JR DR, TARPON SPRINGS, FL, 34689
• Phone: 727-474-0382
• Latest filing: 2026-03-10
• Regulatory AUM: $35.8M
• Discretionary AUM: $35.8M
• Clients: 4
• Accounts: 749

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 298413 on SEC IAPD (source of record)
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