O'CONNOR WEALTH MANAGEMENT, INC.
CRD #152316 SEC #801-131495 MONROVIA, CA 626-386-5116
SEC Registered
Total AUM
$158.6M
Discretionary
$158.6M
Employees
2
Clients
26
Accounts
392
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $158.6M | $158.6M | $0 | 2 | 0 |
| Mar 2025 | $158.6M | $158.6M | $0 | 2 | 0 |
| Feb 2025 | $158.6M | $158.6M | $0 | 2 | 0 |
| Nov 2024 | $153.7M | $153.7M | $0 | 2 | 0 |
| Oct 2024 | $153.7M | $153.7M | $0 | 2 | 0 |
DateSep 2025
Total AUM$158.6M
Discretionary$158.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$158.6M
Discretionary$158.6M
Non-Disc.$0
Employees2
Clients0
DateFeb 2025
Total AUM$158.6M
Discretionary$158.6M
Non-Disc.$0
Employees2
Clients0
DateNov 2024
Total AUM$153.7M
Discretionary$153.7M
Non-Disc.$0
Employees2
Clients0
DateOct 2024
Total AUM$153.7M
Discretionary$153.7M
Non-Disc.$0
Employees2
Clients0