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C.W. O'CONNER WEALTH ADVISORS, INC.
CRD 125646File 801-66146
APPROVED
Retail clients
Custody
Filing as of Feb 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$264.6M
Below cohort median (national)
Discretionary AUM
$251.3M
Non-discretionary $13.3M
Clients
135
464 accounts
Employees
3
Below cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Aug 28, 2006
- Principal office
- 3175 SATELLITE BOULEVARD, SUITE 110, DULUTH, GA, 30096
- Phone
- 770-368-9919
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $264.6M
- Discretionary AUM
- $251.3M
- Non-discretionary AUM
- $13.3M
- Discretionary accounts
- 460
- Non-discretionary accounts
- 4
- Total accounts
- 464
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 69 | $249.6M |
| Individuals (other than high net worth individuals) | 66 | $15.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.