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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 2, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Hayes, Patrick, Daniel | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hayes, Patrick, Daniel | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hayes, Patrick, Daniel | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hayes, Patrick, Daniel | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hayes, Patrick, Daniel | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hayes, Patrick, Daniel | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hayes, Patrick, Daniel | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hayes, Patrick, Daniel | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hayes, Patrick, Daniel | I | CHIEF LEGAL OFFICER | NA | |
| Hayes, Patrick, Daniel | I | CHIEF LEGAL OFFICER | NA | |
| Williams, Karey, Ann | I | CHIEF COMPLIANCE OFFICER | NA | |
| Williams, Karey, Ann | I | CHIEF COMPLIANCE OFFICER | NA | |
| TOSH WATT PARTNERS, LLC | DE | PRINCIPAL/MEMBER | D | Control |
| TOSH WATT PARTNERS, LLC | DE | PRINCIPAL/MEMBER | D | Control |
| TOSH WATT PARTNERS, LLC | DE | PRINCIPAL/MEMBER | D | Control |
| TOSH WATT PARTNERS, LLC | DE | PRINCIPAL/MEMBER | D | Control |
| STEIN, MITCHELL, LAWRENCE | I | PRINCIPAL | C | Control |
| STEIN, MITCHELL, LAWRENCE | I | PRINCIPAL | C | Control |
| STEIN, MITCHELL, LAWRENCE | I | PRINCIPAL | C | Control |
| STEIN, MITCHELL, LAWRENCE | I | PRINCIPAL | C | Control |
| STEIN, MITCHELL, LAWRENCE | I | PRINCIPAL | C | Control |
| STEIN, MITCHELL, LAWRENCE | I | PRINCIPAL | C | Control |
| STEIN, MITCHELL, LAWRENCE | I | PRINCIPAL/MEMBER | C | Control |
| STEIN, MITCHELL, LAWRENCE | I | PRINCIPAL/MEMBER | C | Control |
| STEIN, MITCHELL, LAWRENCE | I | PRINCIPAL/MEMBER | C | Control |
| STEIN, MITCHELL, LAWRENCE | I | PRINCIPAL/MEMBER | C | Control |
| TOSH, JASON, A | I | PRINCIPAL | C | Control |
| TOSH, JASON, A | I | PRINCIPAL | C | Control |
| TOSH, JASON, A | I | PRINCIPAL | C | Control |
| TOSH, JASON, A | I | PRINCIPAL | C | Control |
| TOSH, JASON, A | I | PRINCIPAL | C | Control |
| TOSH, JASON, A | I | PRINCIPAL | C | Control |
| TOSH, JASON, A | I | PRINCIPAL/MEMBER | C | Control |
| TOSH, JASON, A | I | PRINCIPAL/MEMBER | C | Control |
| TOSH, JASON, A | I | PRINCIPAL/MEMBER | C | Control |
| TOSH, JASON, A | I | PRINCIPAL/MEMBER | C | Control |
| WATT, RYAN, STEVEN | I | PRINCIPAL | C | Control |
| WATT, RYAN, STEVEN | I | PRINCIPAL | C | Control |
| WATT, RYAN, STEVEN | I | PRINCIPAL | C | Control |
| WATT, RYAN, STEVEN | I | PRINCIPAL | C | Control |
| WATT, RYAN, STEVEN | I | PRINCIPAL | C | Control |
| WATT, RYAN, STEVEN | I | PRINCIPAL | C | Control |
| WATT, RYAN, STEVEN | I | PRINCIPAL/MEMBER | C | Control |
| WATT, RYAN, STEVEN | I | PRINCIPAL/MEMBER | C | Control |
| WATT, RYAN, STEVEN | I | PRINCIPAL/MEMBER | C | Control |
| WATT, RYAN, STEVEN | I | PRINCIPAL/MEMBER | C | Control |
Registrations
Federal
IA
Dec 2, 2025 REGISTERED
Notice Filings (5)
CO FL IL OH TX
Address
401 N. MICHIGAN AVENUESUITE 610
CHICAGO, IL 60611-5584
United States
Phone: 312-798-9045