Riverview, FL Office
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Barlas O'Reilly Wealth Management, LLC
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Firm-wide stats for Barlas O'Reilly Wealth Management, LLC
About
Barlas O'Reilly Wealth Management, LLC provides investment advisory and portfolio management services to individual and high-net-worth clients, using percentage-of-AUM fee arrangements common to team firms. The firm operates with a four-advisor team and manages roughly $20.5 million for a few hundred client relationships.
The firm delivers discretionary portfolio management and related financial planning through a small-team model, with oversight and compliance responsibilities centralized under the managing member and chief compliance officer. As part of holistic client work, advisors may coordinate insurance products and other outside services, which the firm discloses as potential conflicts and addresses through its compliance policies.
A distinctive operational feature is that the firm sponsors a wrap fee program, an arrangement that is relatively uncommon among peers and can bundle advisory services and trading under a single fee structure. In addition, one principal combines advisory duties with licensed insurance activity and affiliation with another registered advisory firm, a set of outside business activities the firm discloses and supervises.
Location
11932 Balm Riverview Rd
Riverview FL 33569
Advisors at this office
1
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