O'brien Investment Management, LLC
O'brien Investment Management, LLC is an SEC-registered wealth manager in Torrance, CA with $254.3M assets under management (AUM, regulatory AUM), +10% over one year. See who owns O'brien Investment Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284057, SEC 801-118289, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $254.3M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Torrance, CA
- Employees
- 3
- Clients
- 167
- CRD
- 284057
- Ownership
- OBRIEN, MICHAEL, DENNIS; O'BRIEN, MICHAEL, DENNIS; O'Brien, John, Shiels
How much AUM does O'brien Investment Management, LLC have?
O'brien Investment Management, LLC reported $254.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns O'brien Investment Management, LLC?
Disclosed owners and executives of O'brien Investment Management, LLC include OBRIEN, MICHAEL, DENNIS, O'BRIEN, MICHAEL, DENNIS, O'Brien, John, Shiels. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.