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O'BOYLE WEALTH MANAGEMENT, INC.
CRD 292849 · SEC 801-113180
9701 WILSHIRE BOULEVARD, 10TH FLOOR, BEVERLY HILLS, CA, 90212, United States
Phone
310-601-7075
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$443.9M
Discretionary AUM
$395.7M
Team
5 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 187 | $38.9M |
| High net worth individuals | 184 | $342.6M |
| Pension/profit sharing plans | 25 | $51.6M |
| Corporations/business entities | 14 | $10.8M |
States served
CA, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD