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O'CONNOR WEALTH MANAGEMENT, INC.
CRD 152316File 801-131495
APPROVED
Retail clients
Filing as of Jun 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$179.1M
Bottom 25% of cohort (national)
Discretionary AUM
$179.1M
Clients
221
396 accounts
Employees
2
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Nov 19, 2024
- Principal office
- 139 E. COLORADO BLVD, SUITE 2, MONROVIA, CA, 91016
- Phone
- 626-386-5116
- Website
- http://www.ocwealthmgt.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $179.1M
- Discretionary AUM
- $179.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 396
- Non-discretionary accounts
- 0
- Total accounts
- 396
- AUM per client
- $810K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.5M |
| High net worth individuals | 71 | $133.3M |
| Individuals (other than high net worth individuals) | 150 | $44.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PERCENTAGE OF ASSETS UNDER ADMINISTRATION
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- 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.