|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| CW O'Conner Wealth Advisors Inc
✚
|
|
|---|---|
| CRD # | 125646 |
| SEC # | 801-66146 |
| CIK # | |
| AUM | $233.4 M (2025-03-17) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 770-368-9919 |
| Address | 3175 Satellite Boulevard Duluth, GA 30096 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 23.5 |
| (b) Individuals (high net worth individuals) | 56 | 209.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 451 | 233.4 |
| By Discretionary | ||
| Discretionary | 446 | 212.9 |
| Non-Discretionary | 5 | 20.5 |
| Total | 451 | 233.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 233.4 | |
| Total | 451 | 233.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
AWM Financial Services Inc
✚
|
TX | 0.2 |
|
Prota Financial LLC
✚
|
TX | 0.2 |
|
Axiom Investment Management LLC
✚
|
NY | 0.2 |
|
Charleston Financial Advisors LLC
✚
|
SC | 0.2 |
|
Bullock Wealth Management Group Inc
✚
|
IN | 0.2 |
|
Capstone Wealth Management Group LLC
✚
|
OR | 0.2 |
|
Riverbend Wealth Management LLC
✚
|
SC | 0.2 |
|
Worth Financial Advisory Group LLC
✚
|
NC | 0.2 |
|
Cushing Capital Partners LLC
✚
|
WI | 0.2 |
|
Sorenson Impact Advisory LLC
✚
|
UT | 0.2 |