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| Keyboard |
| O'Connor Wealth Management Inc
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|---|---|
| CRD # | 152316 |
| SEC # | 801-131495 |
| CIK # | |
| AUM | 179.1 M (2026-06-23) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 626-386-5116 |
| Address | 139 E Colorado Blvd Monrovia, CA 91016 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 150 | 44.3 |
| (b) Individuals (high net worth individuals) | 71 | 133.3 |
| (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 | 0.0 |
| (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 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 396 | 179.1 |
| By Discretionary | ||
| Discretionary | 396 | 179.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 396 | 179.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 179.1 | |
| Total | 396 | 179.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
T2 Asset Management LLC
✚
|
IL | 180.0 M |
|
Golden Bay Advisors LLC
✚
|
179.8 M | |
|
RCW Management LLC
✚
|
FL | 179.6 M |
|
Higley James W
✚
|
179.5 M | |
|
The Private Investment Group Inc
✚
|
OH | 179.3 M |
|
Timmons Wealth Management LLC
✚
|
MA | 179.2 M |
|
Dolan Capital Advisors LLC
✚
|
NC | 179.1 M |
|
Eltringham Wealth Partners LLC
✚
|
OH | 179.0 M |
|
Collaborative Portfolio Management LLC
✚
|
KS | 178.7 M |
|
Aspetuck Financial Management LLC
✚
|
CT | 178.3 M |