CRD: 297201
O'hara Wealth Management INC
$6.4M Total AUM
$6.4M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
7 yrs Firm Age
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- Custodian
- Altruist ยท Pershing
- Clients
- Retail
- Platforms
- Vertex frontierCapital legacy +more
- Established Date
- 08-09-2018
- Office Locations
- 1
Office Locations
812 Hallock Avenue Port Jefferson Station NY
About O'hara Wealth Management INC
O'Hara Wealth Management Inc is a Raymond James-affiliated practice providing investment management and comprehensive financial/wealth planning for retail clients and business owners. Portfolios are built primarily with ETFs and equities, complemented by mutual funds and fixed income. Custody is supported via Pershing/Altruist. Raymond James was ranked #1 for Advised Investor Satisfaction and Most Trusted in J.D. Power's 2025 study.
Team overview
50 AVG AGE
$6.4M AVG AUM / ADVISOR
$200.4K AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Momentum unison Momentum Pathway optima Atlas alpha Fusion Unison Beacon zenith Ember unison
Client Personas
Value vital
Custodian
Eagle vector Catalyst Ember Meridian frontier Timber fusion Vector Vector alpha Ridge Wave crest Wave Glacier north Beacon harbor Foundation Ridge delta Vector focus Foundation insight Frontier
Investment Themes
Delta Wave Meridian Ember
Investment Vehicles
Eagle
Platform
Unison Ember
Services
Pathway Ridge Catalyst Delta Value insight Glacier legacy Pioneer alpha Ridge Bridge wave Ember quantum Pioneer Capital North glacier
Technology
Capital Fusion crest Beacon Prime
Owner & Executives
J
JOSEPH MICHAEL OHARA
Advisor, President
- CRD
- #6950102
- Ownership
- 75% or more
(879) 945-4133
insight.quantum@optimacapital.com
in linkedin.com/in/harbor-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,413,706 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,413,706 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,413,706
Equity - Exchange:
18.2% Equity - OTC:
10.4% Public Funds:
19.3% Cash:
16.7% U.S. Government/Agency:
16.2% Corporate - Investment Grade:
19.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $755,607,901 | 18.2% |
| Equity - OTC | $431,775,943 | 10.4% |
| Public Funds | $801,276,510 | 19.3% |
| Cash | $693,332,524 | 16.7% |
| U.S. Government/Agency | $672,574,066 | 16.2% |
| Corporate - Investment Grade | $797,124,819 | 19.2% |
| Total | $4,151,691,763 | 100.0% |