C.w. O'Conner Wealth Advisors, Inc.
● SEC registered since 2006CRD 125646SEC# 801-66146Duluth, GA
Reg. AUM
$264.6M
Employees
3
Accounts
464
Location
Duluth, GA
C.w. O'Conner Wealth Advisors, Inc. assets under management
C.w. O'Conner Wealth Advisors, Inc. operates as an SEC-registered investment adviser based in Duluth, GA. The firm has been registered since 2006. It reports $264.6 million in regulatory assets under management and employs 3 people.
C.w. O'Conner Wealth Advisors, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Clifford Walter O'Conner Control | President/Chief Compliance Officer | Over 75% | 1995 |
Frequently asked questions
How much does C.w. O'Conner Wealth Advisors, Inc. manage?
C.w. O'Conner Wealth Advisors, Inc. reports $264.6 million in regulatory assets under management on its Form ADV.
How many employees does C.w. O'Conner Wealth Advisors, Inc. have?
C.w. O'Conner Wealth Advisors, Inc. reports 3 employees.
Where is C.w. O'Conner Wealth Advisors, Inc. located?
C.w. O'Conner Wealth Advisors, Inc. is based in Duluth, GA and has been SEC-registered since 2006.
Does C.w. O'Conner Wealth Advisors, Inc. disclose fund performance?
C.w. O'Conner Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3175 Satellite Boulevard, Suite 110, Duluth, GA 30096 |
| Phone | 770-368-9919 |
| Fax | 770-368-9906 |
| Office hours | 8:00 a.m. - 5:00 p.m. Est |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$264.6M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$264.6Mregulatory AUM
Discretionary $251.3MNon-discretionary $13.3M