C.W. O'CONNER WEALTH ADVISORS, INC.
SEC Form ADV profile.
Total regulatory AUM
$264,615,105
Discretionary
$251,300,687
Non-discretionary
$13,314,418
Firm details
- CRD number
- 125646
- SEC file number
- 801-66146
- Main office
- DULUTH, GA, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.