BARLAS O'REILLY WEALTH MANAGEMENT, LLC

Overview

Barlas O'Reilly Wealth Management, LLC is a small, independent registered investment adviser that focuses on fee-based portfolio management and financial planning for individuals, families and small businesses. The firm operates as an owner-run limited liability company and manages client relationships on a discretionary basis, using a percentage-of-AUM fee model. Its advisory activity centers on building and managing portfolios for retail clients while also serving a subset of institutional or business-related accounts. Investment behavior shows a clear bias toward public equities: exchange-traded securities make up the single largest asset category on the books. The firm is not identified as an active ESG investor and does not present itself as a multi-state adviser. It maintains an industry affiliation with an insurance company, which may influence product access or insurance-related planning offered alongside investment management.

Assets & Accounts

Public Holdings

Location & Offices