O'BOYLE WEALTH MANAGEMENT, INC.

RIASEC RegisteredEst. 2018

Total AUM

$444M

Discretionary

$396M

89% of AUM

Avg account

$279K

Accounts

1,590

Employees

Advisory reps

Firm details

Headquarters: Beverly Hills, California
CRD number: 292849
Registered since: May 9, 2018
Website: www.oboylewm.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CAPITAL CLIENT GROUP, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI77.17%
Pension & Profit Sharing Plans11.62%
Individuals8.77%
Corporations / Businesses2.44%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

O'Boyle Wealth Management, Inc. is an independent, corporation-form registered investment adviser that began SEC registration in 2018 and is owned by an individual. The firm serves both individual and family clients as well as some institutional relationships. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses, and it lists pension consulting among its service offerings. Compensation comes through a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not positioned as a capital allocator.