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Shayan Lankarani

O'Boyle Wealth Management, Inc.

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About Shayan Lankarani

Shayan Lankarani is an Investment Advisor Representative with O'Boyle Wealth Management, Inc.. Shayan has been in the industry since August 2022. Shayan is registered with the state of California. Shayan has Series 65. Shayan is based in Beverly Hills, CA and works in the firm's Beverly Hills office.

Firm Information

Shayan Lankarani is currently registered with O'Boyle Wealth Management, Inc.. O'Boyle Wealth Management, Inc. is a Beverly Hills, CA-based registered investment advisor with approximately $312 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. They also offer pension consulting services.
O'Boyle Wealth Management, Inc.

9701 WILSHIRE BOULEVARD

BEVERLY HILLS, CA 90212

$312.44M

Assets Under Management

Not reported

Total Clients

7

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Shayan Lankarani’s Registration & Firm History

CA

09/02/2022 - Present

O'Boyle Wealth Management, Inc. (BEVERLY HILLS CA)

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Licenses & Designations

IA

Issued 09/02/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shayan Lankarani.
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