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
O'haver Wealth Management, LLC
By the Numbers
-
Total Assets Under Management3MILLION
-
Total Number of Accounts40ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, TX
Financial Advisors at O'haver Wealth Management, LLC
1
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.