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C.w. O'conner Wealth Advisors, Inc.

C.w. O'conner Wealth Advisors, Inc.. CRD 125646

C.w. O'conner Wealth Advisors, Inc. logo

CRD: 125646

C.w. O'conner Wealth Advisors, Inc.

Duluth, GA, 30096
7703689919
cwoconner.com
$264.6M Total AUM
$251.3M Disc. AUM
2.7% 3Y CAGR
3 Employees
137 ADV. Clients
23 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail
Platforms
QuantumEagle north +more
Established Date
03-13-2003
Office Locations
1

Office Locations

3175 Satellite Boulevard Suite 110 Duluth GA

About C.w. O'conner Wealth Advisors, Inc.

C.W. O’Conner Wealth Advisors is an SEC-registered RIA serving privately held business owners, executives, and their families, with an emphasis on HNW accredited investors and qualified purchasers. The firm pairs investment and wealth management with business advisory support (entity structure, ownership transactions, retirement plans, and stock-option/tax planning). Portfolios primarily use public funds and ETFs, with alternatives as appropriate, and custody includes Fidelity/NFS.

Team overview

65 AVG AGE
$132.3M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
9.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
23yrs Firm Age

Insights

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Accredited Investors

Vertex ridge Meridian matrix

Asset Classes

Peak vertex Horizon peak Capital

Client Personas

Matrix Timber

Custodian

Radial Ridge focus Prime north

Investment Themes

Wave vertex

Investment Vehicles

Summit north

Platform

Vector

Services

Eagle ember Eagle North Pioneer Vital capital North optima Ember wave Foundation Meridian

Technology

Ridge ember Optima zenith Vertex radial Unison Oak frontier

Owner & Executives

C

CLIFFORD WALTER O'CONNER

Chief Compliance Officer, President

CRD
#2192846
Ownership
75% or more
(275) 888-8101
oak.frontier@zenithcapital.com
in linkedin.com/in/quantum-frontier

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Contacts

K

KASSIA LYNN JEZAK

--

CRD
#7716976
(555) 311-8739
vital.eagle@zenithcapital.com
in linkedin.com/in/legacy-capital
Kevin Elias O'Conner

Kevin Elias O'Conner

Financial Advisor

CRD
#7747193
(740) 919-9493
catalyst.oak@focuscapital.com
in linkedin.com/in/north-ridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-17-2022
08-25-2023
08-08-2024
03-17-2025
02-18-2026
Category Assets AVG. Account size
Discretionary $251,300,687 $546,306
Non-Discretionary $13,314,418 $3,328,605
Total $264,615,105 $570,291

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Separately Managed Accounts

Total SMA Asset: $264,615,105

$264.6M Total SMA
Public Funds:
12.3%
Equity - Exchange:
28.2%
U.S. Government/Agency:
31.9%
Private Funds:
27.6%
Asset class Assets Assets %
Public Funds $69,961,764 12.3%
Equity - Exchange $160,400,142 28.2%
U.S. Government/Agency $181,445,551 31.9%
Private Funds $156,987,373 27.6%
Total $568,794,830 100.0%

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