O'Brien Wealth Partners LLC
CRD 105336SEC# 801-31201Waltham, MA
No longer SEC-registered. O'Brien Wealth Partners LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$1.11B
Employees
14
Accounts
1,999
Location
Waltham, MA
O'Brien Wealth Partners LLC assets under management
O'Brien Wealth Partners LLC is an SEC-registered investment adviser based in Waltham, MA. It reports $1.1 billion in regulatory assets under management and employs 14 people.
O'Brien Wealth Partners LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elisabeth Meltzer Zimmerman Control | Cfp, Principal, Director Of Financial Planning | 5-10% | 1989 |
| Jill Ann Fopiano Control | Cfa, Cfp, Managing Member, Chief Executive Officer, Chief Investment Officer | 50-75% | 2012 |
| Mercer Global Advisors Inc. Control | Parent Company | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does O'Brien Wealth Partners LLC manage?
O'Brien Wealth Partners LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does O'Brien Wealth Partners LLC have?
O'Brien Wealth Partners LLC reports 14 employees.
Where is O'Brien Wealth Partners LLC located?
O'Brien Wealth Partners LLC is based in Waltham, MA.
Does O'Brien Wealth Partners LLC disclose fund performance?
O'Brien Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 51 Sawyer Road, Suite 600, Waltham, MA 02453 |
| Office hours | 8:45 To 5:15 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.11BNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$1.11Bregulatory AUM
Discretionary $1.11B