OCM PRIVATE WEALTH, LLC
CRD #332302 SEC #801-131099 CHICAGO, IL 312-798-9045
SEC Registered
Total AUM
$139.1M
Discretionary
$139.1M
Employees
5
Clients
51
Accounts
202
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $139.1M | $139.1M | $0 | 5 | 1 |
| Aug 2025 | $139.1M | $139.1M | $0 | 5 | 0 |
| Feb 2025 | $147.1M | $147.1M | $0 | 5 | 0 |
| Jan 2025 | $147.1M | $147.1M | $0 | 5 | 0 |
| Jan 2025 | $147.1M | $147.1M | $0 | 5 | 0 |
| Nov 2024 | $0 | $0 | $0 | 5 | 0 |
| Sep 2024 | $0 | $0 | $0 | 5 | 0 |
| Aug 2024 | $0 | $0 | $0 | 5 | 0 |
DateDec 2025
Total AUM$139.1M
Discretionary$139.1M
Non-Disc.$0
Employees5
Clients1
DateAug 2025
Total AUM$139.1M
Discretionary$139.1M
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$147.1M
Discretionary$147.1M
Non-Disc.$0
Employees5
Clients0
DateJan 2025
Total AUM$147.1M
Discretionary$147.1M
Non-Disc.$0
Employees5
Clients0
DateJan 2025
Total AUM$147.1M
Discretionary$147.1M
Non-Disc.$0
Employees5
Clients0
DateNov 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0