C.w. O'conner Wealth Advisors, Inc.
C.w. O'conner Wealth Advisors, Inc. is an SEC-registered wealth manager in Duluth, GA with $264.6M assets under management (AUM, regulatory AUM), +13% over one year. See who owns C.w. O'conner Wealth Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125646, SEC 801-66146, data through 2026-02-18.
- AUM (assets under management / regulatory AUM)
- $264.6M (2026-02-18)
- Firm type
- Wealth Manager
- Location
- Duluth, GA
- Employees
- 3
- Clients
- 135
- CRD
- 125646
- Ownership
- O'CONNER, CLIFFORD, WALTER
How much AUM does C.w. O'conner Wealth Advisors, Inc. have?
C.w. O'conner Wealth Advisors, Inc. reported $264.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-18).
Who owns C.w. O'conner Wealth Advisors, Inc.?
Disclosed owners and executives of C.w. O'conner Wealth Advisors, Inc. include O'CONNER, CLIFFORD, WALTER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.