BOELTE O'HARA WEALTH MANAGEMENT

Overview

Boelte O'Hara Wealth Management is a small, client-focused advisory firm organized as a limited liability company that concentrates on individuals and families. The firm provides integrated financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Its fee approach mixes percentage-of-AUM billing with hourly and fixed-fee engagements, allowing flexibility across one-off planning projects and ongoing asset management relationships. Investment activity centers on publicly offered funds as the primary building blocks of client portfolios, supplemented by selected alternative exposures for income and diversification. The firm is not positioned as an ESG-focused manager and operates with a single-state registration footprint. It maintains a broker-dealer affiliation for transactional support and custody relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices