| Name | Title | Ownership | Since |
|---|---|---|---|
| Joe O'Boyle Control | President And Chief Compliance Officer | Over 75% | 2018 |
O'Boyle Wealth Management, Inc. reports $369.7 million in regulatory assets under management on its Form ADV.
O'Boyle Wealth Management, Inc. reports 6 employees.
O'Boyle Wealth Management, Inc. is based in Beverly Hills, CA and has been SEC-registered since 2018.
O'Boyle Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9701 Wilshire Boulevard, 10th Floor, Beverly Hills, CA 90212 |
| Phone | 310-601-7075 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $337.6M |
| Non-discretionary | $32.1M |
| Total (RAUM) | $369.7M |