Barlas O'reilly Wealth Management, LLC

Barlas O'reilly Wealth Management, LLC (CRD# 298413) is a financial advisory firm headquartered in Tarpon Springs, FL. They manage $17,675,520 in 352 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
905 E Martin Luther King Jr Dr, Ste 660, Tarpon Springs, FL 34689
https://barlasfinancial.com/
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    352
    ACCOUNTS
  • Average Account Value
    $50,215
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Barlas O'reilly Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Ryan McCarty, financial advisor Tarpon Springs FL
Ryan J. McCarty
CRD#: 5822217
905 E Martin Luther King Jr Dr, Ste 660, Tarpon Springs, FL 34689

Ryan McCarty (CRD# 5822217) is an Investment Advisor Representative working at Barlas O'reilly Wealth Management, LLC in Tarpon Springs, FL and has over 13 years of experience in the finance industry.

2
Terrence O'reilly, financial advisor Tarpon Springs FL
Terrence F. O'reilly
CRD#: 6013446
905 E Martin Luther King Jr Dr, Ste 660, Tarpon Springs, FL 34689

Terrence O'reilly (CRD# 6013446) is an Investment Advisor Representative working at Barlas O'reilly Wealth Management, LLC in Tarpon Springs, FL and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals