Boelte O'Hara Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$16,203,727
Clients
149
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
149
Very HighAverage account size
$108,750
About
Boelte O'Hara Wealth Management serves individuals, families and high-net-worth clients, providing discretionary and non-discretionary asset management alongside financial planning, estate planning and qualified plan (pension) consulting. The firm offers hourly and ongoing planning engagements and coordinates implementation with outside professionals; it does not act as custodian of client assets.
The firm’s investment guidance uses both fundamental and technical analysis and documents client goals with Investment Policy Statements or risk-tolerance assessments to shape asset allocation and trading. Accounts are reviewed at least quarterly and more frequently when market or client circumstances change; portfolio management is provided on a percentage-of-AUM basis, a common arrangement for independent advisers.
Distinctive features include an affiliation with a broker-dealer (Purshe Kaplan Sterling Investments), which the firm discloses as a potential conflict and mitigates through fiduciary practices and client choice. Boelte O'Hara also offers qualified plan consulting to individual clients and engages third‑party scrivener services or estate planning attorneys for document preparation—services that are less common among peers of similar size.
Client services
Financial planning
Portfolio management
Pension consulting
Estate planning
Expertise
General retirement planning
Fee options
Flat fees up to $20,000 for financial planning and qualified plan consulting services, Estate planning fees $400 to $2,950
$300 per hour for financial planning and qualified plan consulting services
Fee-only: Hourly fee of $300 per hour, Fixed fees up to $20,000 for financial planning, Estate planning fees ranging from $400 to $2,950, Qualified plan consulting fees up to $20,000 or hourly $300
Main office location
Boelte O'Hara Wealth Management
403 Virginia Avenue
Clarksville VA 23927, United States
Number of offices
1
Most active in
Boelte O'Hara Wealth Management has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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