O'CONNOR WEALTH MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$179,112,814
Discretionary
$179,112,814
Non-discretionary
$0
Firm details
- CRD number
- 152316
- SEC file number
- 801-131495
- Main office
- MONROVIA, CA, United States
- Employees
- 2
- SEC status
- Approved
- Website
- http://www.ocwealthmgt.com
- Fee structure
-
Percentage of AUM Other
As of November 2026.