RIA Intel›Advisers›New York›O'HAVER WEALTH MANAGEMENT, LLC

O'HAVER WEALTH MANAGEMENT, LLC

Advisory

NEWARK, NY

Data as of Mar 30, 2023 · Source: SEC Form ADV

Rank in NY

#5,496

of 5,722 advisers by AUM

Average account

$80K

across 40 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2023.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients46

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

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

46 clients

3 high-net-worth

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

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Closest by assets under management. All figures from Form ADV.

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