O'boyle Wealth Management, Inc.

O'boyle Wealth Management, Inc. (CRD# 292849) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $270,093,908 in 1,238 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    270
    MILLION
  • Total Number of Accounts
    1,238
    ACCOUNTS
  • Average Account Value
    $218,170
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NY, TX

Financial Advisors at O'boyle Wealth Management, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Nicholas Duff
CRD#: 6818445
9701 Wilshire Blvd, 10th Floor, Beverly Hills, CA 90212

Nicholas Duff (CRD# 6818445) is an Investment Advisor Representative working at O'boyle Wealth Management, Inc. in Beverly Hills, CA and has over 3 years of experience in the finance industry.

2
Joseph A. O'boyle
CRD#: 4628385
9701 Wilshire Blvd, 10th Floor, Beverly Hills, CA 90212

Joseph O'boyle (CRD# 4628385) is an Investment Advisor Representative working at O'boyle Wealth Management, Inc. in Beverly Hills, CA and has over 19 years of experience in the finance industry. Joseph O'boyle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
J M. Jackson
CRD#: 7118168
9701 Wilshire Boulevard, 10th Floor, Beverly Hills, CA 90212

J Jackson (CRD# 7118168) is an Investment Advisor Representative working at O'boyle Wealth Management, Inc. in Beverly Hills, CA and has 1 year of experience in the finance industry.

4
James C. McClure
CRD#: 7301580
9701 Wilshire Boulevard, 10th Floor, Beverly Hills, CA 90212

James McClure (CRD# 7301580) is an Investment Advisor Representative working at O'boyle Wealth Management, Inc. in Beverly Hills, CA and has 1 year of experience in the finance industry.

5
Carol A. O'boyle
CRD#: 6231965
9701 Wilshire Boulevard, 10th Floor, Beverly Hills, CA 90212

Carol O'boyle (CRD# 6231965) is an Investment Advisor Representative working at O'boyle Wealth Management, Inc. in Beverly Hills, CA and has over 2 years of experience in the finance industry. Carol O'boyle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Colm J. Oboyle
CRD#: 6385909
9701 Wilshire Boulevard, 10th Floor, Beverly Hills, CA 90212

Colm Oboyle (CRD# 6385909) is an Investment Advisor Representative working at O'boyle Wealth Management, Inc. in Beverly Hills, CA and has over 2 years of experience in the finance industry.

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