Overview
Assets Under Management: $312 million
Headquarters: BEVERLY HILLS, CA
High-Net-Worth Clients: 155
Average Client Assets: $2 million
Frequently Asked Questions
O'BOYLE WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #292849), O'BOYLE WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
O'BOYLE WEALTH MANAGEMENT, INC. is headquartered in BEVERLY HILLS, CA.
O'BOYLE WEALTH MANAGEMENT, INC. serves 155 high-net-worth clients according to their SEC filing dated July 01, 2024. View client details ↓
According to their SEC Form ADV, O'BOYLE WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
O'BOYLE WEALTH MANAGEMENT, INC. manages $312 million in client assets according to their SEC filing dated July 01, 2024.
According to their SEC Form ADV, O'BOYLE WEALTH MANAGEMENT, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 155
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.57
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,417
Discretionary Accounts: 1,400
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 292849
Last Filing Date: 2024-07-01 00:00:00
Website: https://oboylewm.com