CRD: 152316
O'connor Wealth Management, Inc.
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- Custodian
- Fidelity/NFS · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-05-2012
- Office Locations
- 1
Office Locations
About O'connor Wealth Management, Inc.
O'Connor Wealth Management is a Monrovia, CA-based fiduciary RIA providing customized financial planning across life events and transitions, alongside transparent investment management built around tailored portfolios. The firm serves individuals and families, including business owners and entrepreneurs, with implementation that leans on ETFs and mutual funds. Custody includes Fidelity/NFS, and portfolios are managed on Orion.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOHN VINCENT O'CONNOR
Chief Compliance Officer, Chief Executive Officer, Investment Advisor
- CRD
- #1747463
- Ownership
- 50% but less than 75%
CHRISTOPHER PATRICK DE LORIMIER
CHIEF OPERATING OFFICER, Investment Advisor
- CRD
- #5559654
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $179,112,814 | $452,305 |
| Non-Discretionary | $0 | -- |
| Total | $179,112,814 | $452,305 |
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Separately Managed Accounts
Total SMA Asset: $179,112,814
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $867,471,012 | 26.6% |
| Public Funds | $417,429,660 | 12.8% |
| Cash | $436,996,675 | 13.4% |
| Other | $1,539,271,872 | 47.2% |
| Total | $3,261,169,219 | 100.0% |