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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| O'Boyle Wealth Management Inc
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|---|---|
| CRD # | 292849 |
| SEC # | 801-113180 |
| CIK # | |
| AUM | $369.7 M (2025-03-19) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 310-601-7075 |
| Address | 9701 Wilshire Boulevard Beverly Hills, CA 90212 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 197 | 43.9 |
| (b) Individuals (high net worth individuals) | 155 | 279.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 23 | 35.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 11.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,472 | 369.7 |
| By Discretionary | ||
| Discretionary | 1,454 | 337.6 |
| Non-Discretionary | 18 | 32.1 |
| Total | 1,472 | 369.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 369.7 | |
| Total | 1,472 | 369.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Nikulski Financial Inc
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|
IA | 0.4 |
|
Plan A Wealth LLC
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|
NE | 0.4 |
|
Eastover Investment Advisors LLC
✚
|
NC | 0.4 |
|
Spectrum Wealth Advisory Group LLC
✚
|
CA | 0.4 |
|
Global Wealth Strategies and Associates LLC
✚
|
CO | 0.4 |
|
L K Benson & Company PC
✚
|
MD | 0.4 |
|
Henry James International Management Inc
✚
|
NY | 0.4 |
|
ELEY Financial Management Inc
✚
|
VT | 0.4 |
|
Beacon Bridge Wealth Partners LLC
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|
PA | 0.4 |
|
Private Wealth Advisors LLC
✚
|
CA | 0.4 |