O'brien Wealth Partners LLC
O'brien Wealth Partners LLC (CRD# 105336) is a financial advisory firm headquartered in Waltham, MA. They manage $962,185,638 in 2,054 accounts and serve the financial needs of clients across 17 states (or territories).
Current Firm Details
O'brien Wealth Partners LLC
By the Numbers
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Total Assets Under Management962MILLION
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Total Number of Accounts2,054ACCOUNTS
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Average Account Value$468,445
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, CT, DC, FL, MA, ME, NC, NH, NM, NY, OH, PA, RI, TX, VA, VT
Financial Advisors at O'brien Wealth Partners LLC
11
Leah McCormack (CRD# 6652194) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Waltham, MA and has over 6 years of experience in the finance industry.
12
Jonathan Smith (CRD# 6899913) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Waltham, MA and has over 3 years of experience in the finance industry.
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