| Name | Title | Ownership | Since |
|---|---|---|---|
| Elisabeth Meltzer Zimmerman Control | Cfp, Principal, Director Of Financial Planning | Under 5% | 1989 |
| Jill Ann Fopiano Control | Cfa, Cfp, Managing Member, Chief Executive Officer, Chief Investment Officer | Under 5% | 2012 |
| Mercer Global Advisors Inc. Control | Parent Company | Over 75% | 2025 |
O'Brien Wealth Partners LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
O'Brien Wealth Partners LLC reports 14 employees.
O'Brien Wealth Partners LLC is based in Waltham, MA.
O'Brien Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 51 Sawyer Road, Suite 600, Waltham, MA 02453 |
| Office hours | 8:45 To 5:15 |
| Discloses disciplinary history | No |
| Discretionary | $1.11B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.11B |