# BOELTE O'HARA WEALTH MANAGEMENT

BOELTE O'HARA WEALTH MANAGEMENT is a Multi Family Office based in Clarksville, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Clarksville, United States
- **Region:** North America
- **Address:** Cincinnati, OH, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** boelteohara.com

## Regulatory record

- **CRD number:** 281839
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/281839

## About

BOELTE O'HARA WEALTH MANAGEMENT is a state-registered investment adviser in CLARKSVILLE, VA. The firm manages approximately $16 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Wealth Management
- Financial Planning
- Estate Planning

## People

- Michael E. O'Hara — Managing Partner

## Questions

### Who runs investment decisions at BOELTE O'HARA WEALTH MANAGEMENT?

Michael E. O'Hara serves as Managing Partner and directs the firm's overall strategy. The firm does not publicly disclose a dedicated CIO role separate from its managing partners.

### How does BOELTE O'HARA source proprietary deal flow?

The firm's deal flow originates from long-standing relationships with Midwest-based family enterprises and their legal/tax advisors. Direct investments in private real estate and energy partnerships are sourced through these networks rather than through competitive auctions.

### What investment stages does BOELTE O'HARA typically target?

The firm focuses on liquid asset allocations through separately managed accounts, not venture-stage or growth-equity direct investing. Its alternative allocations involve direct ownership of private real estate and energy partnerships rather than fund commitments.

### What is BOELTE O'HARA's known posture on co-investments alongside external GPs?

The firm does not publicly report co-investment activity. Its alternative allocations are structured as direct ownership positions rather than through external GP partnerships.

## Related profiles

- [Prospurpose Wealth](https://altss.com/profile/prospurpose-wealth)
- [Reliable Municipal Advisors](https://altss.com/profile/reliable-municipal-advisors-llc)

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Last updated: 2026-07-06T01:24:12.826Z

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