RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 20, 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'BOYLE, JOEIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
O'BOYLE, JOEIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
O'BOYLE, JOEIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
O'BOYLE, JOEIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
O'BOYLE, JOEIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
O'BOYLE, JOEIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
O'BOYLE, JOEIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
O'BOYLE, JOEIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
O'BOYLE, JOEIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
O'BOYLE, JOEIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
O'BOYLE, JOEIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
O'BOYLE, JOEIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
O'BOYLE, JOEIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
O'BOYLE, JOEIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
O'BOYLE, JOEIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
O'BOYLE, JOEIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 20, 2025 REGISTERED

Notice Filings (4)

CA FL NY TX

Address

9701 WILSHIRE BOULEVARD
10TH FLOOR
BEVERLY HILLS, CA 90212
United States
Phone: 310-601-7075