CW O'Conner Wealth Advisors Inc

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CAFR Data
CW O'Conner Wealth Advisors Inc
CRD #125646
SEC #801-66146
CIK #
AUM $230.0 MM (47% Disc, 100% US)
Employees3 (33% Investors, 0% Brokers)
Phone770-368-9919
Address655 Engineering Drive
Peachtree Corners, GA 30092
Source [IAPD] [Website]
Total AUM ($MM)
230184138924602004200920142020
Comparable Firms State AUM ($BB)
Foresight Global Investors Inc
NY 0.2
Robinson Smith Wealth Advisors LLC
ME 0.2
Dynamic Financial Group LLC
IA 0.2
Gainplan LLC
MI 0.2
Rench Wealth Management Inc
TX 0.2
Baker Asset Management LLC
OK 0.2
Oneworld Investments LP
MA 0.2
Invictus Asset Management LLC
CA 0.2
Blackhaw Wealth Management LLC
TX 0.2
Grebler Investment Management Ltd
0.2
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