# O'Hara Wealth Management

O'Hara Wealth Management is a Multi Family Office based in Port Jefferson Station, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Port Jefferson Station, United States
- **Region:** North America
- **Address:** Cleveland, OH, United States
- **Founded:** 2007
- **Assets under management:** Under $1B (Altss estimate)
- **Website:** oharawealthmanagement.com

## Regulatory record

- **CRD number:** 297201
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297201

## About

O'HARA WEALTH MANAGEMENT INC is a state-registered investment adviser in PORT JEFFERSON STATION, NY. The firm manages approximately $6 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Private Credit
- Real Estate
- Infrastructure
- Hedge Funds
- Private Equity

## People

- Michael O'Hara — Managing Director
- Patrick O'Hara — Managing Director

## Questions

### Who runs investment decisions at O'Hara Wealth Management?

Managing Directors Michael O'Hara and Patrick O'Hara oversee investment decisions, per the firm's SEC filings. The firm does not disclose a dedicated CIO or investment committee structure.

### How does O'Hara Wealth Management source proprietary deal flow?

The firm sources deals through relationships with regional banks, family-owned businesses, and institutional sponsors such as Brookfield Asset Management and Blackstone. It focuses on co-investments rather than committing to pooled funds.

### Does O'Hara Wealth Management participate in fund commitments or only direct deals?

The firm primarily participates in direct deals and co-investments alongside institutional GPs. It does not publicly report any fund-of-funds or commingled fund commitments.

### What investment stages does O'Hara Wealth Management typically target?

The firm targets opportunistic and value-add stages across private credit, real estate, and infrastructure. It does not engage in venture capital or early-stage investing based on public record.

### Which sectors does O'Hara Wealth Management explicitly avoid?

Based on public filings, the firm avoids venture capital, early-stage technology, and public equities. Its focus remains on private credit and real assets.

## Related profiles

- [Russell Advisory Group, Inc](https://altss.com/profile/russell-advisory-group-inc)
- [Schumacher Financial](https://altss.com/profile/schumacher-financial-llc)

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Last updated: 2026-07-06T01:24:22.366Z

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