Investment adviser · CRD 105336
O'BRIEN WEALTH PARTNERS LLC
Investment adviser filing (IA)
WALTHAM, MA, United States · Form ADV filed Jul 17, 2025
- Regulatory AUM
- $1.11B Form ADV · Item 5.F
- Client accounts
- 1,999 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 283 | $978,670,750 | 88.2% |
| Individuals | 227 | $97,674,257 | 8.8% |
| Charities | 7 | $30,885,602 | 2.8% |
| Retirement plans | Fewer than 5 | $1,625,120 | 0.1% |
| Corporations & businesses | Fewer than 5 | $497,908 | 0.0% |
Filing source
Form ADV 2004146 · Jul 17, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 17, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
51 SAWYER ROAD, SUITE 600WALTHAM, MA, 02453, United States
CRD 105336
Filing source
Form ADV 2004146 · Jul 17, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.