| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Patrick De Lorimier Control | Chief Operating Officer | 25-50% | 2022 |
| John Vincent O'Connor Control | Chief Executive Officer And Chief Compliance Officer | 50-75% | 2011 |
O'Connor Wealth Management, Inc. reports $158.6 million in regulatory assets under management on its Form ADV.
O'Connor Wealth Management, Inc. reports 2 employees.
O'Connor Wealth Management, Inc. is based in Monrovia, CA and has been SEC-registered since 2024.
O'Connor Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 139 E. Colorado Blvd, Suite 2, Monrovia, CA 91016 |
| Phone | 626-386-5116 |
| Fax | 626-683-3742 |
| Office hours | 8a.m. - 4p.m. Pacific Time |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $158.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $158.6M |