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O'Connor Wealth Management, Inc.

Headquartered in MONROVIA, CA

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Firm Information

O'Connor Wealth Management, Inc. is a registered investment advisor with $153,663,483 in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. They also offer 401(k) plan administrative services. The firm has 2 licensed agents and 2 investment advisor representatives.

O'Connor Wealth Management, Inc.

$153.66M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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401(k) plan administrative services

401(k) plan administrative services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of assets under administration

Branch Locations (1)

O'CONNOR WEALTH MANAGEMENT, INC. has a total of 1 branch locations across the country.
location

MONROVIA, CA

Advisors at O'Connor Wealth Management, Inc.

View All 2 Advisors
Unclaimed
John Vincent O'Connor

RA

MONROVIA, CA

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Unclaimed
Christopher Patrick De lorimier

RA

MONROVIA, CA

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Disclosures

There are no public disclosures for O'Connor Wealth Management, Inc..

Frequently Asked Questions (6)

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