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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| O'Connor Wealth Management Inc
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|---|---|
| CRD # | 152316 |
| SEC # | 801-131495 |
| CIK # | |
| AUM | $158.6 M (2025-03-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 626-386-5116 |
| Address | 139 E Colorado Blvd Monrovia, CA 91016 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 155 | 44.6 |
| (b) Individuals (high net worth individuals) | 62 | 112.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 392 | 158.6 |
| By Discretionary | ||
| Discretionary | 392 | 158.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 392 | 158.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 158.6 | |
| Total | 392 | 158.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kopion Asset Management LLC
✚
|
TX | 0.2 |
|
Finsym Partners LLC
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|
0.2 | |
|
CFS Wealth Management LLC
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GA | 0.2 |
|
Gouws Capital LLC
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|
NC | 0.2 |
|
Robinhood Asset Management LLC
✚
|
CA | 0.2 |
|
Knickerbocker Advisors Inc
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|
0.2 | |
|
L & W Financial LLC
✚
|
TX | 0.2 |
|
John Boyer Inc
✚
|
FL | 0.2 |
|
Avant Financial Advisors LLC
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|
TX | 0.2 |
|
Black Horse Wealth Management LLC
✚
|
0.2 |