C.W. O'CONNER WEALTH ADVISORS, INC.

Overview

C.W. O'Conner Wealth Advisors, Inc. is an independent registered investment adviser that manages wealth for individuals and families. The firm acts as a capital allocator and delivers a mix of portfolio management and financial planning services, along with pension consulting and the vendor selection of other advisers. Its fee model combines percentage-of-AUM billing with fixed-fee engagements. The firm is not an active ESG investor and operates under an individual ownership structure; it has been SEC-registered since 2006. Investment activity centers on public fund exposure supplemented by selectively sourced alternatives. The adviser favors mutual funds and other public vehicles as the core of client portfolios while allocating to external managers in hedge funds, private placements and real estate when appropriate. The firm provides both discretionary and non-discretionary management, with a clear emphasis on discretionary mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices