Tarpon Springs, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Barlas O'Reilly Wealth Management, LLC
Supported
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
905 E Martin Luther King Jr Dr, Ste 660
Tarpon Springs FL 34689
Advisors at this office
2
Advisors at this office
Ryan M
Series 65
Tarpon Springs, FL
Barlas O'Reilly Wealth Management, LLC
Ryan McCarty is a financial advisor at Barlas O'Reilly Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 credential and serves as Vice President and Managing Partner at Megastar Advisors, LLC, where he oversees daily operations and trains independent insurance planners. McCarty is also President of Federation of Federal Employee Benefit Advocates, LLC, focusing on marketing and educational initiatives. Barlas O'Reilly Wealth Management, LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through a four-advisor team managing approximately $20.5 million. The firm offers discretionary portfolio management and financial planning, with a wrap fee program that bundles advisory services and trading under a single fee structure.
Terrence O
CFP®, Series 65
Tarpon Springs, FL
Barlas O'Reilly Wealth Management, LLC
Terrence O'Reilly is a CFP® with 13 years of industry experience, currently serving at Barlas O'Reilly Wealth Management, LLC since 2018. His prior roles include positions at EQIS Capital Management and Brokers International Financial Services, LLC. Outside of his advisory work, he is president and CEO of O'Reilly Capital Management and serves as a non-paid board member for Ride and Run with Stars, a nonprofit supporting underprivileged children in Pinellas County, FL. Barlas O'Reilly Wealth Management, LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through a four-advisor team. The firm manages approximately $20.5 million and offers discretionary portfolio management combined with financial planning, including a wrap fee program that bundles advisory services and trading under a single fee.
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