RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 8, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
O'CONNOR, JOHN, VINCENTICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERD Control
O'CONNOR, JOHN, VINCENTICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERD Control
O'CONNOR, JOHN, VINCENTICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERD Control
O'CONNOR, JOHN, VINCENTICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERD Control
O'CONNOR, JOHN, VINCENTICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERD Control
O'CONNOR, JOHN, VINCENTICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERD Control
DE LORIMIER, CHRISTOPHER, PATRICKICHIEF OPERATING OFFICERC Control
DE LORIMIER, CHRISTOPHER, PATRICKICHIEF OPERATING OFFICERC Control
DE LORIMIER, CHRISTOPHER, PATRICKICHIEF OPERATING OFFICERC Control
DE LORIMIER, CHRISTOPHER, PATRICKICHIEF OPERATING OFFICERC Control
DE LORIMIER, CHRISTOPHER, PATRICKICHIEF OPERATING OFFICERC Control
DE LORIMIER, CHRISTOPHER, PATRICKICHIEF OPERATING OFFICERC Control

Registrations

Federal

IA
Sep 8, 2025 REGISTERED

Notice Filings (2)

CA TX

Address

139 E. COLORADO BLVD
SUITE 2
MONROVIA, CA 91016
United States
Phone: 626-386-5116