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- Custodian
- Charles Schwab & Company · Stifel · UBS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-17-2015
- Office Locations
- 1
Office Locations
About Boelte O'hara Wealth Management
Boelte O'Hara Wealth Management is an independent RIA in Clarksville, VA providing financial planning and discretionary portfolio management for individuals and business owners/entrepreneurs, with support across retirement, tax, estate, and insurance planning. Portfolios emphasize asset allocation and risk management using ETFs, mutual funds, and high-quality fixed income. Custodies primarily with Charles Schwab and leverages tools like eMoney/Black Diamond.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KRISTINE ADAMS BOELTE
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #4556242
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,203,727 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,203,727 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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