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O ASSET MANAGEMENT LLC

FAIRPORT, NY · CRD 336682 · IAPD ↗ · oamquant.com · 585 313 5978

$76.2MRegulatory AUM
11Advisory reps
11Employees
1Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
December 2025 — O ASSET MANAGEMENT LLC reported RAUM up 362% ($16.0M -> $73.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
July 2025 — O ASSET MANAGEMENT LLC (FAIRPORT, NY) is newly SEC-registered (provisional 120-day approval) with $16.0M RAUM and 10 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.