Overview
Assets Under Management: $159 million
Headquarters: MONROVIA, CA
High-Net-Worth Clients: 62
Average Client Assets: $2 million
Frequently Asked Questions
O'CONNOR 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 #152316), O'CONNOR WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
O'CONNOR WEALTH MANAGEMENT, INC. is headquartered in MONROVIA, CA.
O'CONNOR WEALTH MANAGEMENT, INC. serves 62 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, O'CONNOR WEALTH MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
O'CONNOR WEALTH MANAGEMENT, INC. manages $159 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, O'CONNOR WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.06
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 392
Discretionary Accounts: 392
Regulatory Filings
CRD Number: 152316
Last Filing Date: 2025-02-27 00:00:00
Website: https://oconnorwealthmgt.com