← Back to searchVisit website
BARLAS O'REILLY WEALTH MANAGEMENT, LLC
CRD 298413
905 E MARTIN LUTHER KING JR DR, STE 660, TARPON SPRINGS, FL, 34689, United States
Phone
727-474-0382
Fax
727-474-0382
Registration
— (—)
Source
State registered
Total AUM
$35.8M
Discretionary AUM
$35.8M
Team
4 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 729 | $32.6M |
| High net worth individuals | 1 | $1.4M |
| Pension/profit sharing plans | 10 | $1.8M |
All web addresses on file
Official SEC filing: View on IAPD