Adviser Profile

As of Date 06/23/2026
Registration SEC, Approved, 11/19/2024
Other registrations (2)
Former registrations

O'CONNOR WEALTH MANAGEMENT, INC.

ADV Location MONROVIA, CA, United States
Contact Info 626 xxxxxxx
Websites
AUM* 179,112,814 17%
of that, discretionary 179,112,814 17%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 452,305 9%
% High Net Worth 31.70% 2%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

179M 154M 128M 102M 77M 51M 26M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees