O'Haver Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$3,000,000
Clients
42
Advisors
1
of 1 employees
About
O'Haver Wealth Management, LLC provides ongoing portfolio management and financial planning to individuals, high-net-worth individuals, charitable organizations, and corporate/business clients. The firm prepares an Investment Policy Statement for each client and offers both discretionary and non‑discretionary management as well as one‑time financial planning engagements.
The firm’s investment process is built around client‑specific IPS documents and combines charting, fundamental, quantitative and technical analysis to implement tailored asset allocation and security selection. It limits recommendations primarily to mutual funds, fixed income, ETFs (including precious‑metal ETFs), annuities and private placements, and uses strategies that can include long‑term and short‑term trading, options and short sales while providing quarterly reporting through the custodian.
Distinctive features relative to many solo independent advisers include an affiliation with insurance businesses: the firm’s principal is a licensed insurance agent and the firm may recommend commissionable insurance products (conflicts are documented and clients may purchase recommended products elsewhere). The firm also serves institutional‑type clients (such as corporate entities and charitable organizations, and relationships that can include pension or profit‑sharing plan work), requires use of Folio Institutional as custodian, and may receive occasional soft‑dollar research benefits.
Client services
Expertise
Fee options
Financial planning fixed fees range from $1,000 to $3,000.
$10,000 - $249,999: 2.00% $250,000 - $499,999: 1.75% $500,000 - $749,999: 1.50% $750,000 - $999,999: 1.25% $1,000,000 - $4,999,999: 1.00% $5,000,000 - $10,000,000: 0.75% $10,000,001 - And up: 0.50%
Account minimum: $10,000
Main office
438 East Union Street
Newark NY 14513
Advisors at this office
1
Most active in
New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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