C.W. O'CONNER WEALTH ADVISORS, INC.
CRD #125646 SEC #801-66146 DULUTH, GA 770-368-9919
SEC Registered
Total AUM
$233.4M
Discretionary
$212.9M
Employees
2
Clients
26
Accounts
451
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $233.4M | $212.9M | $20.5M | 2 | 2 |
| Aug 2024 | $214.7M | $194.4M | $20.3M | 3 | 2 |
| Jul 2024 | $214.7M | $194.4M | $20.3M | 3 | 2 |
| May 2024 | $214.7M | $194.4M | $20.3M | 2 | 2 |
| Apr 2024 | $214.7M | $194.4M | $20.3M | 2 | 2 |
| Mar 2024 | $214.7M | $194.4M | $20.3M | 2 | 2 |
| Feb 2024 | $226.9M | $161.8M | $65.1M | 3 | 1 |
| Aug 2023 | $226.9M | $161.8M | $65.1M | 3 | 1 |
| Aug 2023 | $226.9M | $161.8M | $65.1M | 3 | 1 |
| Aug 2023 | $226.9M | $161.8M | $65.1M | 2 | 1 |
| Apr 2023 | $226.9M | $161.8M | $65.1M | 3 | 1 |
| Feb 2023 | $226.9M | $161.8M | $65.1M | 3 | 1 |
| Nov 2022 | $242.3M | $168.8M | $73.6M | 3 | 1 |
| May 2022 | $242.3M | $168.8M | $73.6M | 3 | 1 |
| Mar 2022 | $242.3M | $168.8M | $73.6M | 3 | 1 |
| Sep 2021 | $216.5M | $144.9M | $71.6M | 3 | 0 |
| Mar 2021 | $216.5M | $144.9M | $71.6M | 3 | 0 |
| Mar 2021 | $216.5M | $144.9M | $71.6M | 3 | 0 |
| Jun 2020 | $280M | $130M | $150M | 3 | 0 |
| Jun 2020 | $280M | $130M | $150M | 3 | 0 |
| Mar 2020 | $280M | $130M | $150M | 3 | 0 |
| Feb 2019 | $230M | $108M | $122M | 3 | 0 |
| Mar 2018 | $230M | $100M | $130M | 4 | 0 |
| Oct 2017 | $199M | $78M | $121M | 3 | 144 |
| Feb 2017 | $199M | $78M | $121M | 3 | 149 |
| Feb 2017 | $199M | $78M | $121M | 3 | 149 |
| Mar 2016 | $180M | $67M | $113M | 3 | 144 |
| Nov 2015 | $191M | $65M | $126M | 2 | 144 |
| Feb 2015 | $191M | $65M | $126M | 2 | 144 |
| Sep 2014 | $149.5M | $60.7M | $88.8M | 1 | 141 |
| Jul 2014 | $149.5M | $60.7M | $88.8M | 1 | 141 |
| Mar 2014 | $149.5M | $60.7M | $88.8M | 1 | 141 |
| Mar 2014 | $149.5M | $60.7M | $88.8M | 1 | 141 |
| Feb 2013 | $137M | $57M | $80M | 1 | 110 |
| Jun 2012 | $130.3M | $43.2M | $87.1M | 1 | 26 |
| Feb 2012 | $130.3M | $43.2M | $87.1M | 1 | 26 |
| Jan 2012 | $130.3M | $43.2M | $87.1M | 1 | 26 |
| Mar 2011 | $135.2M | $43.6M | $91.6M | 5 | -- |
| Apr 2009 | $101.9M | $29.8M | $72.1M | 5 | -- |
| Jan 2008 | $66M | $43M | $23M | 5 | -- |
| May 2007 | $35.4M | $35.4M | $0 | 5 | -- |
| Jan 2006 | $32.7M | $32.7M | $0 | 5 | -- |
DateMar 2025
Total AUM$233.4M
Discretionary$212.9M
Non-Disc.$20.5M
Employees2
Clients2
DateAug 2024
Total AUM$214.7M
Discretionary$194.4M
Non-Disc.$20.3M
Employees3
Clients2
DateJul 2024
Total AUM$214.7M
Discretionary$194.4M
Non-Disc.$20.3M
Employees3
Clients2
DateMay 2024
Total AUM$214.7M
Discretionary$194.4M
Non-Disc.$20.3M
Employees2
Clients2
DateApr 2024
Total AUM$214.7M
Discretionary$194.4M
Non-Disc.$20.3M
Employees2
Clients2
DateMar 2024
Total AUM$214.7M
Discretionary$194.4M
Non-Disc.$20.3M
Employees2
Clients2
DateFeb 2024
Total AUM$226.9M
Discretionary$161.8M
Non-Disc.$65.1M
Employees3
Clients1
DateAug 2023
Total AUM$226.9M
Discretionary$161.8M
Non-Disc.$65.1M
Employees3
Clients1
DateAug 2023
Total AUM$226.9M
Discretionary$161.8M
Non-Disc.$65.1M
Employees3
Clients1
DateAug 2023
Total AUM$226.9M
Discretionary$161.8M
Non-Disc.$65.1M
Employees2
Clients1
DateApr 2023
Total AUM$226.9M
Discretionary$161.8M
Non-Disc.$65.1M
Employees3
Clients1
DateFeb 2023
Total AUM$226.9M
Discretionary$161.8M
Non-Disc.$65.1M
Employees3
Clients1
DateNov 2022
Total AUM$242.3M
Discretionary$168.8M
Non-Disc.$73.6M
Employees3
Clients1
DateMay 2022
Total AUM$242.3M
Discretionary$168.8M
Non-Disc.$73.6M
Employees3
Clients1
DateMar 2022
Total AUM$242.3M
Discretionary$168.8M
Non-Disc.$73.6M
Employees3
Clients1
DateSep 2021
Total AUM$216.5M
Discretionary$144.9M
Non-Disc.$71.6M
Employees3
Clients0
DateMar 2021
Total AUM$216.5M
Discretionary$144.9M
Non-Disc.$71.6M
Employees3
Clients0
DateMar 2021
Total AUM$216.5M
Discretionary$144.9M
Non-Disc.$71.6M
Employees3
Clients0
DateJun 2020
Total AUM$280M
Discretionary$130M
Non-Disc.$150M
Employees3
Clients0
DateJun 2020
Total AUM$280M
Discretionary$130M
Non-Disc.$150M
Employees3
Clients0
DateMar 2020
Total AUM$280M
Discretionary$130M
Non-Disc.$150M
Employees3
Clients0
DateFeb 2019
Total AUM$230M
Discretionary$108M
Non-Disc.$122M
Employees3
Clients0
DateMar 2018
Total AUM$230M
Discretionary$100M
Non-Disc.$130M
Employees4
Clients0
DateOct 2017
Total AUM$199M
Discretionary$78M
Non-Disc.$121M
Employees3
Clients144
DateFeb 2017
Total AUM$199M
Discretionary$78M
Non-Disc.$121M
Employees3
Clients149
DateFeb 2017
Total AUM$199M
Discretionary$78M
Non-Disc.$121M
Employees3
Clients149
DateMar 2016
Total AUM$180M
Discretionary$67M
Non-Disc.$113M
Employees3
Clients144
DateNov 2015
Total AUM$191M
Discretionary$65M
Non-Disc.$126M
Employees2
Clients144
DateFeb 2015
Total AUM$191M
Discretionary$65M
Non-Disc.$126M
Employees2
Clients144
DateSep 2014
Total AUM$149.5M
Discretionary$60.7M
Non-Disc.$88.8M
Employees1
Clients141
DateJul 2014
Total AUM$149.5M
Discretionary$60.7M
Non-Disc.$88.8M
Employees1
Clients141
DateMar 2014
Total AUM$149.5M
Discretionary$60.7M
Non-Disc.$88.8M
Employees1
Clients141
DateMar 2014
Total AUM$149.5M
Discretionary$60.7M
Non-Disc.$88.8M
Employees1
Clients141
DateFeb 2013
Total AUM$137M
Discretionary$57M
Non-Disc.$80M
Employees1
Clients110
DateJun 2012
Total AUM$130.3M
Discretionary$43.2M
Non-Disc.$87.1M
Employees1
Clients26
DateFeb 2012
Total AUM$130.3M
Discretionary$43.2M
Non-Disc.$87.1M
Employees1
Clients26
DateJan 2012
Total AUM$130.3M
Discretionary$43.2M
Non-Disc.$87.1M
Employees1
Clients26
DateMar 2011
Total AUM$135.2M
Discretionary$43.6M
Non-Disc.$91.6M
Employees5
Clients--
DateApr 2009
Total AUM$101.9M
Discretionary$29.8M
Non-Disc.$72.1M
Employees5
Clients--
DateJan 2008
Total AUM$66M
Discretionary$43M
Non-Disc.$23M
Employees5
Clients--
DateMay 2007
Total AUM$35.4M
Discretionary$35.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$32.7M
Discretionary$32.7M
Non-Disc.$0
Employees5
Clients--