This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

state registeredderivedon the IAPD state feed, not SEC-registered

Regulatory AUM

$35.8MItem 5.F on the latest filing (2026-03-10); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$35.8M

Private client RAUM

$34.0MderivedItem 5.D individuals plus high net worth individuals

Private client share

95%derivedprivate client RAUM over total RAUM

Employees

4

Advisory employees

4

Offices

1Schedule D 1.F, beyond the principal office

Accounts

749

Individual clients

729

High net worth clients

1

Custody, client assets

$35.8M

CRD

298413

Filings on the tape

1

First filed

Mar 10, 2026

Latest filed

Mar 10, 2026

Organised

Limited Liability Company, FL

Website

barlasfinancial.com

• Occurred

  Apr 24, 2023
  Advisor changed firm

  Richard M Kallmeyer left Barlas O'Reilly Wealth Management, Llc for Sequoia Financial Group, L.L.C. (registered 2023-05-15)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a7457d58-4767-e6d9-184f-0496b69a83d0

First observed

Mar 10, 2026

Last observed

Mar 10, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.