O'Connor Wealth Management, Inc.
Firm details
- Headquarters
- Monrovia, California
- CRD number
- 152316
- Registered since
- November 19, 2024
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI74.44%
- Individuals24.71%
- Corporations / Businesses0.84%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
O'Connor Wealth Management, Inc. is an independent registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small businesses. The firm is SEC-registered (2024) and is owned by an individual. Its client-facing model is fee-based, using a percentage-of-AUM fee schedule alongside other fee arrangements. The firm does not present itself as a capital allocator and is not active in ESG investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities51%
- Public Funds/Mutual Funds43%
- Cash & Cash Equivalents5%
- Other1%
Owners & executives
1 of 1
Christopher De Lorimier
Chief Operating OfficerCRD 5559654
Contacts
1 of 1
John O'connor
Investment Adviser RepresentativeCRD 1747463
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Monrovia, CA
Los Angeles
Location
Monrovia, CA
Headquartered in Monrovia, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 139 E Colorado Blvd
- Time zone
- PT (UTC-8)
- Office locations
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