O'Hare Wealth

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

1017 W Glen Oaks Ln Ste 150, Mequon, Wis...

Phone Number

(414) 644-0060

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About O'Hare Wealth

O'Hare Wealth Management is a financial advisory firm based in Mequon, WI, dedicated to providing comprehensive wealth planning and management services tailored to clients at every life stage. The firm emphasizes a collaborative approach, leveraging a team of financial professionals and strategic partnerships to address complex financial needs. With a focus on integrity and personalized service, O'Hare Wealth Management aims to cultivate long-lasting relationships built on trust. Their goal is to help clients achieve financial clarity and freedom through proactive planning and optimization of their financial resources.Explore more
O'Hare Wealth's Social MediaPopular SearchesO'Hare WealthO'Hare Wealth ManagementSteward Partners Investment Solutions LLCSIC Code 62,628NAICS Code 52,523Show more

O'Hare Wealth Org Chart

PhoneEmail
JO
United States flag for contact location.

Partner Managing Director, Wealth Manager

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AS
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Partner Vice President, Senior Wealth Managem...

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MR
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Partner Vice President, Client Administrative...

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GJ
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Partner Director, Wealth Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

O'Hare Wealth

<$5M
1-10
Private
-
-
JO
John O'HarePartner Managing Director, Wealth Manager
$6.1M
1-10
Private
-
2006
<$5M
11-50
Private
-
1990
JS
John SchlatterFounder & CEO
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1962
SL
Scott LaniganClient Administrative Manager
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

O'Hare Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

O'Hare Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about O'Hare Wealth.

O'Hare Wealth Tech Stack

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Frequently Asked Questions Regarding O'Hare Wealth

What is O'Hare Wealth's official website?
O'Hare Wealth's official website is oharewealth.stewardpartners.com
What is O'Hare Wealth's Revenue?
O'Hare Wealth's revenue is <$5 Million
What is O'Hare Wealth's SIC code?
O'Hare Wealth's SIC: 62,628
What is O'Hare Wealth's NAICS code?
O'Hare Wealth's NAICS: 52,523
How many employees does O'Hare Wealth have?
O'Hare Wealth has 1-10 employees
What industry does O'Hare Wealth belong to?
O'Hare Wealth is in the industry of: Finance, Securities Trading
What is O'Hare Wealth competition?
O'Hare Wealth top competitors include: Ibrahim Wealth Advisory Group, Timothy Davis Executive Wealth Management, Wealth Advisory Services, The Holben Group
What technology does O'Hare Wealth use?
Some of the popular technologies that O'Hare Wealth uses are: Cloudflare Website Optimization, Google Font API, Google Tag Manager, Font Awesome
How do I contact O'Hare Wealth?
O'Hare Wealth contact info: Phone number: (414) 644-0060 Website: oharewealth.stewardpartners.com
What does O'Hare Wealth do?

O'Hare Wealth Management is a financial advisory firm based in Mequon, WI, dedicated to providing comprehensive wealth planning and management services tailored to clients at every life stage. The firm emphasizes a collaborative approach, leveraging a team of financial professionals and strategic partnerships to address complex financial needs. Wit... h a focus on integrity and personalized service, O'Hare Wealth Management aims to cultivate long-lasting relationships built on trust. Their goal is to help clients achieve financial clarity and freedom through proactive planning and optimization of their financial resources.Read More

What are O'Hare Wealth social media links?
O'Hare Wealth Linkedin page O'Hare Wealth Twitter page
Is O'Hare Wealth a public company?
O'Hare Wealth is private company therefore does not currently have an official ticker symbol
See more information about O'Hare Wealth

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