O'connor Wealth Management, Inc.
O'connor Wealth Management, Inc. is an SEC-registered mass-market adviser in Monrovia, CA with $179.1M assets under management (AUM, regulatory AUM), +13% over one year. See who owns O'connor Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152316, SEC 801-131495, data through 2026-06-23.
- AUM (assets under management / regulatory AUM)
- $179.1M (2026-06-23)
- Firm type
- Mass-Market Adviser
- Location
- Monrovia, CA
- Employees
- 2
- Clients
- 221
- CRD
- 152316
- Ownership
- O'CONNOR, JOHN, VINCENT; DE LORIMIER, CHRISTOPHER, PATRICK
How much AUM does O'connor Wealth Management, Inc. have?
O'connor Wealth Management, Inc. reported $179.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-23).
Who owns O'connor Wealth Management, Inc.?
Disclosed owners and executives of O'connor Wealth Management, Inc. include O'CONNOR, JOHN, VINCENT, DE LORIMIER, CHRISTOPHER, PATRICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.