Boelte O'Hara Wealth Management

Overview

Boelte O'Hara Wealth Management is a small, owner-operated advisory firm organized as an LLC that works primarily with individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of outside advisers, and it positions itself as a capital allocator that uses third-party managers where appropriate. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and operates on a single-state basis. It is affiliated with a broker-dealer.

Assets & Accounts

Public Holdings

Investments & Alternatives