CRD: 298413
Barlas O'reilly Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · Folio Investments
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-2018
- Office Locations
- 2
Office Locations
About Barlas O'reilly Wealth Management, LLC
Barlas Tax & Financial Group (Barlas O’Reilly Wealth Management) provides retirement and insurance services alongside tax planning and preparation, using a collaborative, tailored approach for individuals and families. Portfolio management is primarily implemented via public funds with a cash allocation, and the firm custodies with Charles Schwab (per public filings).
Team overview
Insights
Custodian
Investment Themes
Services
Owner & Executives
Lee Barlas
President
- CRD
- --
- Ownership
- 50% but less than 75%
TERRENCE F O'REILLY JR.
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #6013446
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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ANTHONY LEONARD GERACI
--
- CRD
- #2696339
RYAN JOSEPH MCCARTY
--
- CRD
- #5822217
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,795,488 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,795,488 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,795,488
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $717,174,071 | 32.0% |
| Public Funds | $918,879,278 | 41.0% |
| Cash | $605,115,622 | 27.0% |
| Total | $2,241,168,971 | 100.0% |