RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Georgia
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 17, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENTE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
O'CONNER, CLIFFORD, WALTERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 17, 2025 REGISTERED

Notice Filings (2)

GA SC

Address

3175 SATELLITE BOULEVARD
SUITE 110
DULUTH, GA 30096
United States
Phone: 770-368-9919