O'HAVER WEALTH MANAGEMENT, LLC

O'HAVER WEALTH MANAGEMENT, LLC of NEWARK, NY is an SEC-registered investment adviser (CRD 299698). Regulatory assets under management: $3.2M.

Registration

• CRD: 299698
• Type: Registered investment adviser
• Location: 438 EAST UNION STREET, NEWARK, NY, 14513
• Phone: (800) 332-7925
• Latest filing: 2023-03-30
• Regulatory AUM: $3.2M
• Discretionary AUM: $3.2M
• Clients: 1
• Accounts: 40

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299698 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search