Adviser Profile
| As of Date | 11/21/2024 |
| Registration status | Registration Changed to O'CONNOR WEALTH MANAGEMENT, INC. |
| ADV Location | MONROVIA, CA, United States |
| Contact Info | 626 xxxxxxx |
| Websites |
| AUM* | 153,663,483 47% |
| of that, discretionary | 153,663,483 100% |
| Number of Employees | 2 -50% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 415,307 21% |
| % High Net Worth | 30.99% 88% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds