O'Connor Wealth Management, Inc.

RIASEC RegisteredEst. 2024
Total AUM
$179M
Discretionary
$179M
100% of AUM
Avg account
$452K
Accounts
396
Employees
2
Advisory reps
2

Firm details

Headquarters
Monrovia, California
CRD number
152316
Registered since
November 19, 2024
Custodians
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure
Percentage of AUM, Other
Client types
  • HNWI74.44%
  • Individuals24.71%
  • Corporations / Businesses0.84%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

O'Connor Wealth Management, Inc. is an independent registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small businesses. The firm is SEC-registered (2024) and is owned by an individual. Its client-facing model is fee-based, using a percentage-of-AUM fee schedule alongside other fee arrangements. The firm does not present itself as a capital allocator and is not active in ESG investing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 51%, Public Funds/Mutual Funds 43%, Cash & Cash Equivalents 5%, Other 1%51%
  • Exchange Traded Equities51%
  • Public Funds/Mutual Funds43%
  • Cash & Cash Equivalents5%
  • Other1%

Owners & executives

1 of 1
  • Christopher De Lorimier

    Christopher De Lorimier

    Chief Operating OfficerCRD 5559654

Contacts

1 of 1
  • John O'connor

    John O'connor

    Investment Adviser RepresentativeCRD 1747463

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Monrovia, CA

Los Angeles

Location

Monrovia, CA

Headquartered in Monrovia, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
139 E Colorado Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth