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| Keyboard |
| O'Boyle Wealth Management Inc
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|---|---|
| CRD # | 292849 |
| SEC # | 801-113180 |
| CIK # | |
| AUM | 443.9 M (2026-03-30) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 310-601-7075 |
| Address | 9701 Wilshire Boulevard Beverly Hills, CA 90212 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 187 | 38.9 |
| (b) Individuals (high net worth individuals) | 184 | 342.6 |
| (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 | 25 | 51.6 |
| (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 | 14 | 10.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,590 | 443.9 |
| By Discretionary | ||
| Discretionary | 1,570 | 395.7 |
| Non-Discretionary | 20 | 48.2 |
| Total | 1,590 | 443.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 443.9 | |
| Total | 1,590 | 443.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Robinson Smith Wealth Advisors LLC
✚
|
ME | 444.9 M |
|
Holistic Financial Partners LLC
✚
|
IN | 444.6 M |
|
Balis Enterprises LLC
✚
|
444.3 M | |
|
Hamilton Capital Partners LLC
✚
|
GA | 444.0 M |
|
Carolina Qualified Retirement Plan Advisers LLC
✚
|
443.9 M | |
|
Pavion Blue Capital LLC
✚
|
CA | 443.7 M |
|
Lumbard & Kellner LLC
✚
|
NH | 443.6 M |
|
McDonald Financial Services LLC
✚
|
AL | 443.5 M |
|
Cross Staff Investments Inc
✚
|
NY | 443.5 M |
|
Greykasell Wealth Strategies Inc
✚
|
CA | 443.2 M |