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- Custodian
- American Funds · Fidelity/NFS · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Horizon legacyVital bridge
- Established Date
- 05-09-2018
- Office Locations
- 1
Office Locations
About O'boyle Wealth Management, Inc.
O’Boyle Wealth Management is a Beverly Hills-based RIA providing customized wealth management for affluent families and corporate clients. The firm pairs full-service financial planning (retirement, tax, estate and philanthropy, business planning) with investment management using public funds and ETFs alongside diversified asset allocation. Founder Joe O’Boyle is an InvestmentNews “40 Under 40” honoree and a Money.com contributing author.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOSEPH ANTHONY O'BOYLE
Chief Compliance Officer, President, Principal
- CRD
- #4628385
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Shayan Lankarani
Financial Advisor
- CRD
- #7621725
James Cameron McClure
Vice President
- CRD
- #7301580
Glacier pathway
Insight fusion pioneer
- CRD
- #90698
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $395,724,735 | $252,054 |
| Non-Discretionary | $48,208,225 | $2,410,411 |
| Total | $443,932,960 | $279,203 |
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Separately Managed Accounts
Total SMA Asset: $443,932,960
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $98,969,969 | 13.2% |
| U.S. Government/Agency | $71,228,387 | 9.5% |
| Equity - Exchange | $360,640,571 | 48.1% |
| Cash | $218,933,569 | 29.2% |
| Total | $749,772,496 | 100.0% |