PPrivate Fund Data Log in Join · $37/mo

C.w. O'Conner Wealth Advisors, Inc.

● SEC registered since 2006CRD 125646SEC# 801-66146Duluth, GA
Export (members)
Reg. AUM
$233.4M
Employees
2
Accounts
451
Location
Duluth, GA

C.w. O'Conner Wealth Advisors, Inc. assets under management

C.w. O'Conner Wealth Advisors, Inc. operates as an SEC-registered investment adviser based in Duluth, GA. The firm has been registered since 2006. It reports $233.4 million in regulatory assets under management and employs 2 people.
www.facebook.com/cwowealthView on SEC.gov ↗

C.w. O'Conner Wealth Advisors, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Clifford Walter O'Conner ControlPresident/Chief Compliance OfficerOver 75%1995

Frequently asked questions

How much does C.w. O'Conner Wealth Advisors, Inc. manage?

C.w. O'Conner Wealth Advisors, Inc. reports $233.4 million in regulatory assets under management on its Form ADV.

How many employees does C.w. O'Conner Wealth Advisors, Inc. have?

C.w. O'Conner Wealth Advisors, Inc. reports 2 employees.

Where is C.w. O'Conner Wealth Advisors, Inc. located?

C.w. O'Conner Wealth Advisors, Inc. is based in Duluth, GA and has been SEC-registered since 2006.

Does C.w. O'Conner Wealth Advisors, Inc. disclose fund performance?

C.w. O'Conner Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3175 Satellite Boulevard, Suite 110, Duluth, GA 30096
Phone770-368-9919
Fax770-368-9906
Office hours8:00 a.m. - 5:00 p.m. Est
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$212.9M
Non-discretionary$20.5M
Total (RAUM)$233.4M