O'CONNOR WEALTH MANAGEMENT, INC.

Overview

O'Connor Wealth Management, Inc. is an independent, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm is SEC-registered as of 2024 and charges clients predominantly on a percentage-of-AUM fee basis (with some other fee arrangements available). Its client base is concentrated on individual and family relationships rather than institutional or pension work. The firm is not positioned as an ESG investor, does not describe itself as a multi-state adviser, and does not function as a capital allocator; instead, it relies on third-party managers and custodial platforms to implement client solutions. Investment activity centers on liquid public markets with a clear preference for equities as the primary allocation vehicle. The firm appears to use both model and separately managed account structures to deliver portfolios, and it supplements public-market exposure with selected third-party real estate allocations and conventional insurance and pooled-fund vehicles for income and diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices