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| Happy Holidays!! thanks for using AUM13F!! |
| O'Brien Wealth Partners LLC
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|---|---|
| CRD # | 105336 |
| SEC # | 801-31201 |
| CIK # | 0001689874 |
| AUM | $1.1 B (2025-07-17) |
| Employees | 14 (79% Investors, 0% Brokers) |
| Phone | 617-547-6717 |
| Address | 51 Sawyer Road Waltham, MA 02453 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 12.5 | ||
| Trebia Acquisition Corp | 11.5 | ||
| McDonalds Corp | 3.1 | ||
| Lifestance Health Group Inc | 1.1 | ||
| Microsoft Corp | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 227 | 97.7 |
| (b) Individuals (high net worth individuals) | 283 | 978.7 |
| (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 | 1.6 |
| (h) Charitable organizations | 7 | 30.9 |
| (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 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,999 | 1,109.4 |
| By Discretionary | ||
| Discretionary | 1,999 | 1,109.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,999 | 1,109.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,109.4 | |
| Total | 1,999 | 1,109.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001689874] |
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|---|---|---|
|
Allied Investment Advisors LLC
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MT | 1.1 |
|
Midwest Capital Advisors LLC
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MI | 1.1 |
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Armstrong Fleming & Moore Inc
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DC | 1.1 |
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Strategic Wealth Investment Group LLC
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1.1 | |
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Straightline Group LLC
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MI | 1.1 |
|
United Advisor Group LLC
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1.1 | |
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One Day in July LLC
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VT | 1.1 |
|
Arbor Investment Advisors LLC
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NC | 1.1 |
|
Hengehold Capital Management LLC
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OH | 1.1 |
|
Graves Light Lenhart Wealth Inc
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VA | 1.1 |