Boelte O'hara Wealth Management
Boelte O'hara Wealth Management (CRD# 281839) is a financial advisory firm headquartered in Clarksville, VA. They manage $15,713,721 in 186 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Boelte O'hara Wealth Management
By the Numbers
-
Total Assets Under Management16MILLION
-
Total Number of Accounts186ACCOUNTS
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Average Account Value$84,482
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
VA
Financial Advisors at Boelte O'hara Wealth Management
1
Kristine Boelte (CRD# 4556242) is an Investment Advisor Representative working at Boelte O'hara Wealth Management in Clarksville, VA and has over 21 years of experience in the finance industry.
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