Johnson O'Connor Wealth Management

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Wakefield, Massachusetts
CRD number
285759
Fee structure
Other

Firm profile

FINTRX

Overview

Johnson O'Connor Wealth Management is organized as a limited liability company and is registered in Massachusetts. The firm serves both individual and family clients as well as institutional clients. Ownership is listed as a combination of a domestic entity and an individual. Fee arrangements are categorized as "other" rather than standard flat-percentage or purely commission models. The firm is not designated as a capital allocator, does not describe itself as an ESG investor, and is not flagged as a pension consultant or a multi-state adviser. Industry affiliation is noted as "Accountant," indicating a formal relationship or close working tie with accounting professionals.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Stephen Feron

    Stephen Feron

    Managing PartnerCRD 7843369

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Wakefield, MA

Middlesex

Location

Wakefield, MA

Headquartered in Wakefield, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Middlesex
Address
101 Edgewater Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth