O'Boyle Wealth Management, Inc.
● SEC registered since 2018CRD 292849SEC# 801-113180Beverly Hills, CA
Reg. AUM
$443.9M
Employees
5
Accounts
1,590
Location
Beverly Hills, CA
O'Boyle Wealth Management, Inc. assets under management
O'Boyle Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Beverly Hills, CA. The firm has been registered since 2018. It reports $443.9 million in regulatory assets under management and employs 5 people.
O'Boyle Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joe O'Boyle Control | President And Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does O'Boyle Wealth Management, Inc. manage?
O'Boyle Wealth Management, Inc. reports $443.9 million in regulatory assets under management on its Form ADV.
How many employees does O'Boyle Wealth Management, Inc. have?
O'Boyle Wealth Management, Inc. reports 5 employees.
Where is O'Boyle Wealth Management, Inc. located?
O'Boyle Wealth Management, Inc. is based in Beverly Hills, CA and has been SEC-registered since 2018.
Does O'Boyle Wealth Management, Inc. disclose fund performance?
O'Boyle Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9701 Wilshire Boulevard, 10th Floor, Beverly Hills, CA 90212 |
| Phone | 310-601-7075 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$443.9M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$443.9Mregulatory AUM
Discretionary $395.7MNon-discretionary $48.2M