O'BOYLE WEALTH MANAGEMENT, INC.
CRD #292849 SEC #801-113180 BEVERLY HILLS, CA 310-601-7075
SEC Registered
Total AUM
$369.7M
Discretionary
$337.6M
Employees
6
Clients
101
Accounts
1,472
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $369.7M | $337.6M | $32.1M | 6 | 0 |
| Jul 2024 | $312.4M | $285.3M | $27.2M | 6 | 0 |
| Feb 2024 | $312.4M | $285.3M | $27.2M | 6 | 0 |
| Mar 2023 | $257.9M | $235.4M | $22.5M | 6 | 0 |
| Feb 2022 | $270.1M | $244.8M | $25.3M | 5 | 0 |
| Nov 2021 | $225.7M | $201.8M | $23.9M | 6 | 0 |
| Nov 2021 | $225.7M | $201.8M | $23.9M | 6 | 0 |
| Mar 2021 | $225.7M | $201.8M | $23.9M | 6 | 0 |
| Jun 2020 | $205.9M | $188M | $17.8M | 4 | 0 |
| Feb 2020 | $205.9M | $188M | $17.8M | 4 | 0 |
| Oct 2019 | $117.9M | $104.3M | $13.6M | 4 | 0 |
| Mar 2019 | $117.9M | $104.3M | $13.6M | 4 | 0 |
| Aug 2018 | $122.9M | $108.5M | $14.4M | 3 | 0 |
| May 2018 | $0 | $0 | $0 | 3 | 0 |
| Apr 2018 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$369.7M
Discretionary$337.6M
Non-Disc.$32.1M
Employees6
Clients0
DateJul 2024
Total AUM$312.4M
Discretionary$285.3M
Non-Disc.$27.2M
Employees6
Clients0
DateFeb 2024
Total AUM$312.4M
Discretionary$285.3M
Non-Disc.$27.2M
Employees6
Clients0
DateMar 2023
Total AUM$257.9M
Discretionary$235.4M
Non-Disc.$22.5M
Employees6
Clients0
DateFeb 2022
Total AUM$270.1M
Discretionary$244.8M
Non-Disc.$25.3M
Employees5
Clients0
DateNov 2021
Total AUM$225.7M
Discretionary$201.8M
Non-Disc.$23.9M
Employees6
Clients0
DateNov 2021
Total AUM$225.7M
Discretionary$201.8M
Non-Disc.$23.9M
Employees6
Clients0
DateMar 2021
Total AUM$225.7M
Discretionary$201.8M
Non-Disc.$23.9M
Employees6
Clients0
DateJun 2020
Total AUM$205.9M
Discretionary$188M
Non-Disc.$17.8M
Employees4
Clients0
DateFeb 2020
Total AUM$205.9M
Discretionary$188M
Non-Disc.$17.8M
Employees4
Clients0
DateOct 2019
Total AUM$117.9M
Discretionary$104.3M
Non-Disc.$13.6M
Employees4
Clients0
DateMar 2019
Total AUM$117.9M
Discretionary$104.3M
Non-Disc.$13.6M
Employees4
Clients0
DateAug 2018
Total AUM$122.9M
Discretionary$108.5M
Non-Disc.$14.4M
Employees3
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0