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C.W. O'CONNER WEALTH ADVISORS, INC.

CRD 125646 · SEC 801-66146

Visit website

3175 SATELLITE BOULEVARD, SUITE 110, DULUTH, GA, 30096, United States

Phone

770-368-9919

Fax

770-368-9906

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$264.6M

Discretionary AUM

$251.3M

Team

3 total employees; 2 advisory reps; 2 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-02-18

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals66$15.0M
High net worth individuals69$249.6M

States served

GA, SC

All web addresses on file

Official SEC filing: View on IAPD