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| Keyboard |
| CW O'Conner Wealth Advisors Inc
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|---|---|
| CRD # | 125646 |
| SEC # | 801-66146 |
| CIK # | |
| AUM | 264.6 M (2026-02-18) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 770-368-9919 |
| Address | 3175 Satellite Boulevard Duluth, GA 30096 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 15.0 |
| (b) Individuals (high net worth individuals) | 69 | 249.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 464 | 264.6 |
| By Discretionary | ||
| Discretionary | 460 | 251.3 |
| Non-Discretionary | 4 | 13.3 |
| Total | 464 | 264.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 264.6 | |
| Total | 464 | 264.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
The DALA Group LLC
✚
|
IL | 265.2 M |
|
Bright Wealth Management LLC
✚
|
TX | 265.0 M |
|
Innova Advisors LLC
✚
|
FL | 264.8 M |
|
TRU Independence Asset Management 2 LLC
✚
|
OR | 264.7 M |
|
Evergreen Private Wealth LLC
✚
|
CO | 264.7 M |
|
BNB Wealth Management LLC
✚
|
MD | 264.6 M |
|
Imperium Wealth Management LLC
✚
|
TX | 264.6 M |
|
ROI Financial Advisors LLC
✚
|
OR | 264.2 M |
|
Optimus Capital Advisors LLC
✚
|
TX | 264.1 M |
|
Binnacle Investments Inc
✚
|
IA | 264.1 M |