O'Connor Wealth Management, Inc.
● SEC registered since 2024CRD 152316SEC# 801-131495Monrovia, CA
Reg. AUM
$179.1M
Employees
2
Accounts
396
Location
Monrovia, CA
O'Connor Wealth Management, Inc. assets under management
O'Connor Wealth Management, Inc. is an SEC-registered investment adviser based in Monrovia, CA. The firm has been registered since 2024. It reports $179.1 million in regulatory assets under management and employs 2 people.
O'Connor Wealth Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Patrick De Lorimier Control | Chief Operating Officer | 25-50% | 2022 |
| John Vincent O'Connor Control | Chief Executive Officer And Chief Compliance Officer | 50-75% | 2011 |
Frequently asked questions
How much does O'Connor Wealth Management, Inc. manage?
O'Connor Wealth Management, Inc. reports $179.1 million in regulatory assets under management on its Form ADV.
How many employees does O'Connor Wealth Management, Inc. have?
O'Connor Wealth Management, Inc. reports 2 employees.
Where is O'Connor Wealth Management, Inc. located?
O'Connor Wealth Management, Inc. is based in Monrovia, CA and has been SEC-registered since 2024.
Does O'Connor Wealth Management, Inc. disclose fund performance?
O'Connor 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 | 139 E. Colorado Blvd, Suite 2, Monrovia, CA 91016 |
| Phone | 626-386-5116 |
| Fax | 626-683-3742 |
| Office hours | 8a.m. - 4p.m. Pacific Time |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$179.1M▲ 13%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$179.1Mregulatory AUM
Discretionary $179.1M