O'haver Wealth Management, LLC

O'haver Wealth Management, LLC (CRD# 299698) is a financial advisory firm headquartered in Newark, NY. They manage $3,200,000 in 40 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
438 East Union Street, Newark, NY 14513
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $80,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at O'haver Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph O'haver, financial advisor Newark NY
Joseph T. O'haver
CRD#: 5293462
438 East Union Street, Newark, NY 14513

Joseph O'haver (CRD# 5293462) is an Investment Advisor Representative working at O'haver Wealth Management, LLC in Newark, NY and has over 17 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.

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