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O'CONNOR WEALTH MANAGEMENT, INC.
CRD 152316 · SEC 801-131495
139 E. COLORADO BLVD, SUITE 2, MONROVIA, CA, 91016, United States
Phone
626-386-5116
Fax
626-683-3742
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$179.1M
Discretionary AUM
$179.1M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; PERCENTAGE OF ASSETS UNDER ADMINISTRATION
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)401(K) PLAN ADMINISTRATIVE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 150 | $44.3M |
| High net worth individuals | 71 | $133.3M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD