Investment adviser · CRD 152316
O'CONNOR WEALTH MANAGEMENT, INC.
Investment adviser filing (IA)
MONROVIA, CA, United States · Form ADV filed Jun 23, 2026
- Regulatory AUM
- $179M Form ADV · Item 5.F
- Client accounts
- 396 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 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 | 71 | $133,338,540 | 74.4% |
| Individuals | 150 | $44,264,813 | 24.7% |
| Corporations & businesses | Fewer than 5 | $1,509,461 | 0.8% |
Filing source
Form ADV 2115126 · Jun 23, 2026 · 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: Jun 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
139 E. COLORADO BLVD, SUITE 2MONROVIA, CA, 91016, United States
CRD 152316
Filing source
Form ADV 2115126 · Jun 23, 2026 · 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.