O'connor Wealth Management, Inc.

O'connor Wealth Management, Inc. (CRD# 152316) is a financial advisory firm headquartered in Monrovia, CA. They manage $130,745,983 in 370 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
139 E. Colorado Blvd, Suite 2, Monrovia, CA 91016
http://www.oconnorwealthmgt.com
By the Numbers
  • Total Assets Under Management
    131
    MILLION
  • Total Number of Accounts
    370
    ACCOUNTS
  • Average Account Value
    $353,368
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at O'connor Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Christopher Delorimier, financial advisor Monrovia CA
Christopher P. Delorimier
CRD#: 5559654
139 E. Colorado Blvd, Suite 2, Monrovia, CA 91016

Christopher Delorimier (CRD# 5559654) is an Investment Advisor Representative working at O'connor Wealth Management, Inc. in Monrovia, CA and has over 15 years of experience in the finance industry.

2
John O'connor, financial advisor Monrovia CA
John V. O'connor
CRD#: 1747463
139 E. Colorado Blvd, Suite 2, Monrovia, CA 91016

John O'connor (CRD# 1747463) is an Investment Advisor Representative working at O'connor Wealth Management, Inc. in Monrovia, CA and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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