O'BRIEN WEALTH PARTNERS LLC
CRD #105336 SEC #801-31201 WALTHAM, MA 617-547-6717
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
14
Clients
101
Accounts
1,999
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $1.1B | $1.1B | $0 | 14 | 0 |
| Jul 2025 | $1.1B | $1.1B | $0 | 14 | 0 |
| Mar 2025 | $1.1B | $1.1B | $0 | 14 | 0 |
| Jun 2024 | $962.2M | $962.2M | $0 | 15 | 0 |
| Feb 2024 | $962.2M | $962.2M | $0 | 15 | 0 |
| May 2023 | $833.9M | $833.9M | $0 | 15 | 0 |
| Mar 2023 | $833.9M | $833.9M | $0 | 15 | 0 |
| Oct 2022 | $948.2M | $948.2M | $0 | 13 | 0 |
| Mar 2022 | $948.2M | $948.2M | $0 | 13 | 0 |
| Mar 2021 | $819M | $819M | $0 | 15 | 0 |
| Oct 2020 | $704.1M | $704.1M | $0 | 14 | 0 |
| Sep 2020 | $704.1M | $704.1M | $0 | 14 | 0 |
| Jul 2020 | $704.1M | $704.1M | $0 | 14 | 0 |
| Jun 2020 | $704.1M | $704.1M | $0 | 14 | 0 |
| Apr 2020 | $704.1M | $704.1M | $0 | 14 | 0 |
| Feb 2020 | $704.1M | $704.1M | $0 | 14 | 0 |
| Jun 2019 | $570.9M | $570.9M | $0 | 10 | 4 |
| Feb 2019 | $570.9M | $570.9M | $0 | 10 | 4 |
| Dec 2018 | $580.6M | $580.6M | $0 | 10 | 1 |
| Sep 2018 | $580.6M | $580.6M | $0 | 10 | 1 |
| Mar 2018 | $580.6M | $580.6M | $0 | 10 | 1 |
| Mar 2017 | $508.7M | $508.7M | $0 | 9 | 400 |
| Dec 2016 | $494M | $494M | $0 | 9 | 400 |
| Oct 2016 | $494M | $494M | $0 | 10 | 400 |
| May 2016 | $494M | $494M | $0 | 12 | 400 |
| May 2016 | $494M | $494M | $0 | 12 | 400 |
| May 2016 | $494M | $494M | $0 | 12 | 400 |
| Mar 2016 | $494M | $494M | $0 | 12 | 400 |
| May 2015 | $451.2M | $451.2M | $0 | 11 | 400 |
| May 2015 | $451.2M | $451.2M | $0 | 11 | 400 |
| Apr 2015 | $451.2M | $451.2M | $0 | 11 | 400 |
| Mar 2015 | $451.2M | $451.2M | $0 | 11 | 400 |
| Jul 2014 | $444.7M | $444.7M | $0 | 10 | 400 |
| Mar 2014 | $444.7M | $444.7M | $0 | 10 | 400 |
| Mar 2013 | $365.3M | $365.3M | $0 | 11 | 300 |
| Mar 2013 | $365.3M | $365.3M | $0 | 11 | 300 |
| Mar 2012 | $331.1M | $331.1M | $0 | 6 | 300 |
| May 2011 | $321.5M | $321.5M | $0 | 10 | -- |
| May 2010 | $281.6M | $281.6M | $0 | 10 | -- |
| Jul 2009 | $230.6M | $230.6M | $0 | 10 | -- |
| Apr 2009 | $230.6M | $230.6M | $0 | 10 | -- |
| Feb 2009 | $230.6M | $230.6M | $0 | 10 | -- |
| Mar 2008 | $309.6M | $309.6M | $0 | 10 | -- |
| Mar 2007 | $279.8M | $279.8M | $0 | 10 | -- |
| Mar 2006 | $240.8M | $240.8M | $0 | 10 | -- |
| Dec 2003 | $120.4M | $120.4M | $0 | 10 | -- |
| Mar 2002 | $141M | $141M | $0 | 10 | -- |
DateJul 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees14
Clients0
DateJul 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees14
Clients0
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees14
Clients0
DateJun 2024
Total AUM$962.2M
Discretionary$962.2M
Non-Disc.$0
Employees15
Clients0
DateFeb 2024
Total AUM$962.2M
Discretionary$962.2M
Non-Disc.$0
Employees15
Clients0
DateMay 2023
Total AUM$833.9M
Discretionary$833.9M
Non-Disc.$0
Employees15
Clients0
DateMar 2023
Total AUM$833.9M
Discretionary$833.9M
Non-Disc.$0
Employees15
Clients0
DateOct 2022
Total AUM$948.2M
Discretionary$948.2M
Non-Disc.$0
Employees13
Clients0
DateMar 2022
Total AUM$948.2M
Discretionary$948.2M
Non-Disc.$0
Employees13
Clients0
DateMar 2021
Total AUM$819M
Discretionary$819M
Non-Disc.$0
Employees15
Clients0
DateOct 2020
Total AUM$704.1M
Discretionary$704.1M
Non-Disc.$0
Employees14
Clients0
DateSep 2020
Total AUM$704.1M
Discretionary$704.1M
Non-Disc.$0
Employees14
Clients0
DateJul 2020
Total AUM$704.1M
Discretionary$704.1M
Non-Disc.$0
Employees14
Clients0
DateJun 2020
Total AUM$704.1M
Discretionary$704.1M
Non-Disc.$0
Employees14
Clients0
DateApr 2020
Total AUM$704.1M
Discretionary$704.1M
Non-Disc.$0
Employees14
Clients0
DateFeb 2020
Total AUM$704.1M
Discretionary$704.1M
Non-Disc.$0
Employees14
Clients0
DateJun 2019
Total AUM$570.9M
Discretionary$570.9M
Non-Disc.$0
Employees10
Clients4
DateFeb 2019
Total AUM$570.9M
Discretionary$570.9M
Non-Disc.$0
Employees10
Clients4
DateDec 2018
Total AUM$580.6M
Discretionary$580.6M
Non-Disc.$0
Employees10
Clients1
DateSep 2018
Total AUM$580.6M
Discretionary$580.6M
Non-Disc.$0
Employees10
Clients1
DateMar 2018
Total AUM$580.6M
Discretionary$580.6M
Non-Disc.$0
Employees10
Clients1
DateMar 2017
Total AUM$508.7M
Discretionary$508.7M
Non-Disc.$0
Employees9
Clients400
DateDec 2016
Total AUM$494M
Discretionary$494M
Non-Disc.$0
Employees9
Clients400
DateOct 2016
Total AUM$494M
Discretionary$494M
Non-Disc.$0
Employees10
Clients400
DateMay 2016
Total AUM$494M
Discretionary$494M
Non-Disc.$0
Employees12
Clients400
DateMay 2016
Total AUM$494M
Discretionary$494M
Non-Disc.$0
Employees12
Clients400
DateMay 2016
Total AUM$494M
Discretionary$494M
Non-Disc.$0
Employees12
Clients400
DateMar 2016
Total AUM$494M
Discretionary$494M
Non-Disc.$0
Employees12
Clients400
DateMay 2015
Total AUM$451.2M
Discretionary$451.2M
Non-Disc.$0
Employees11
Clients400
DateMay 2015
Total AUM$451.2M
Discretionary$451.2M
Non-Disc.$0
Employees11
Clients400
DateApr 2015
Total AUM$451.2M
Discretionary$451.2M
Non-Disc.$0
Employees11
Clients400
DateMar 2015
Total AUM$451.2M
Discretionary$451.2M
Non-Disc.$0
Employees11
Clients400
DateJul 2014
Total AUM$444.7M
Discretionary$444.7M
Non-Disc.$0
Employees10
Clients400
DateMar 2014
Total AUM$444.7M
Discretionary$444.7M
Non-Disc.$0
Employees10
Clients400
DateMar 2013
Total AUM$365.3M
Discretionary$365.3M
Non-Disc.$0
Employees11
Clients300
DateMar 2013
Total AUM$365.3M
Discretionary$365.3M
Non-Disc.$0
Employees11
Clients300
DateMar 2012
Total AUM$331.1M
Discretionary$331.1M
Non-Disc.$0
Employees6
Clients300
DateMay 2011
Total AUM$321.5M
Discretionary$321.5M
Non-Disc.$0
Employees10
Clients--
DateMay 2010
Total AUM$281.6M
Discretionary$281.6M
Non-Disc.$0
Employees10
Clients--
DateJul 2009
Total AUM$230.6M
Discretionary$230.6M
Non-Disc.$0
Employees10
Clients--
DateApr 2009
Total AUM$230.6M
Discretionary$230.6M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$230.6M
Discretionary$230.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$309.6M
Discretionary$309.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$279.8M
Discretionary$279.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$240.8M
Discretionary$240.8M
Non-Disc.$0
Employees10
Clients--
DateDec 2003
Total AUM$120.4M
Discretionary$120.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$141M
Discretionary$141M
Non-Disc.$0
Employees10
Clients--