RIA Intel›Advisers›New York›O'HARA WEALTH MANAGEMENT INC

O'HARA WEALTH MANAGEMENT INC

Advisory

PORT JEFFERSON STATION, NY

Data as of Jan 9, 2026 · Source: SEC Form ADV

Rank in NY

#5,379

of 5,722 advisers by AUM

Average account

$214K

across 30 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 9, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients27

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

27 clients

The full client-type breakdown and the share of AUM each category represents.

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