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| CW O'Conner Wealth Advisors Inc
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| |
|---|---|
| CRD # | 125646 |
| SEC # | 801-66146 |
| CIK # | |
| AUM | $214.7 MM (2024-08-08) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 770-368-9919 |
| Address | 3175 Satellite Boulevard Duluth, GA 30096 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 13.0 |
| (b) Individuals (high net worth individuals) | 53 | 193.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 7.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 434 | 214.7 |
| By Discretionary | ||
| Discretionary | 425 | 194.4 |
| Non-Discretionary | 9 | 20.3 |
| Total | 434 | 214.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 214.7 | |
| Total | 434 | 214.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Benningfield Financial Advisors LLC
✚
|
CA | 0.2 |
|
New Wave Wealth Advisors LLC
✚
|
AR | 0.2 |
|
Texas Family Wealth LLC
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|
TX | 0.2 |
|
Alpha Analytics Investment Group LLC
✚
|
CA | 0.2 |
|
RH Advisors LLC
✚
|
UT | 0.2 |
|
Westco Advisory Services Inc
✚
|
NY | 0.2 |
|
Pioneer Wealth Management Group Inc
✚
|
TX | 0.2 |
|
IFS Advisors Inc
✚
|
FL | 0.2 |
|
KOA Wealth Management LLC
✚
|
CA | 0.2 |
|
Austin Money Management Corporation
✚
|
TX | 0.2 |