RIA Intel›Advisers›Florida›BARLAS O'REILLY WEALTH MANAGEMENT, LLC

BARLAS O'REILLY WEALTH MANAGEMENT, LLC

Advisory

TARPON SPRINGS, FL

Data as of Mar 10, 2026 · Source: SEC Form ADV

Rank in FL
#1,761
of 2,610 advisers by AUM
Average account
$48K
across 749 accounts
AUM per adviser
$9M
4 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM
$36M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
4
Assets Under Management
Total AUM$36M
Discretionary AUM$36M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients740
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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