# O'Haver Wealth Management

O'Haver Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 299698
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299698

## About

O'HAVER WEALTH MANAGEMENT, LLC is a state-registered investment adviser in NEWARK, NY. The firm manages approximately $3 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### What is O'Haver Wealth Management?

O'Haver Wealth Management is a registered investment advisor (RIA). Public information about the firm is extremely limited — it has no known website, LinkedIn profile, or disclosed leadership team. Its investment strategy and client base are not publicly documented.

### Where is O'Haver Wealth Management headquartered?

The firm's city and state of headquarters are not publicly listed in any accessible sources. No office address has been confirmed through regulatory filings or business databases.

### Who runs O'Haver Wealth Management?

The principals and key personnel of O'Haver Wealth Management have not been identified in any publicly available materials. No names of executives, investment committee members, or advisors are listed on regulatory records or professional profiles.

### How much capital does O'Haver Wealth Management manage?

The firm does not disclose its AUM publicly. Without regulatory filings or official communications, no AUM figure or estimate can be provided. The firm's scale remains unknown.

### Does O'Haver Wealth Management invest in funds or direct deals?

There is no public information available on the firm's investment approach. Whether it primarily allocates to third-party funds, makes direct investments, or engages in co-investments is not documented.

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- [Mississippi River Capital LLC](https://altss.com/profile/mississippi-river-capital-llc)

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Last updated: 2026-08-14T12:30:00.000Z

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