O'HAVER WEALTH MANAGEMENT, LLC

RIASEC Registered

Total AUM

$3.2M

Discretionary

$3.2M

100% of AUM

Avg account

$80K

Accounts

Employees

Advisory reps

Firm details

Headquarters: NEWARK, New York
CRD number: 299698
Website: www.ohaverfinancial.com
Custodians: GOLDMAN SACHS CUSTODY SOLUTIONS
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI46.88%
Individuals46.88%
Pension & Profit Sharing Plans6.25%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

O'Haver Wealth Management, LLC operates as an independent registered investment advisor (RIA) focusing on providing financial planning and portfolio management services. The firm caters to both individual and family clients, as well as institutional clients. Its advisory activities include managing portfolios for individuals and small businesses, as well as for larger institutions. O'Haver Wealth Management does not actively engage in ESG investing and is not classified as a multi-state adviser. The firm operates under a fee structure based on a percentage of assets under management (AUM) and fixed fees.