O'connor Wealth Management, LLC

O'connor Wealth Management, LLC (CRD# 152316) is a financial advisory firm headquartered in Pasadena, CA. They manage $28,000,000 in 210 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    210
    ACCOUNTS
  • Average Account Value
    $133,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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
  • Selection of other advisers (including private fund managers)
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

Financial Advisors at O'connor Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Lawrence A. Bassell
CRD#: 4106864
225 S. Lake Avenue, Suite 300, Pasadena, CA 91101
93
Wealthminder
score

Lawrence Bassell (CRD# 4106864) is an Investment Advisor Representative working at O'connor Wealth Management, LLC in Pasadena, CA and has over 17 years of experience in the finance industry.

2
Christopher P. Delorimier
CRD#: 5559654
225 S. Lake Avenue, Suite 300, Pasadena, CA 91101
93
Wealthminder
score

Christopher Delorimier (CRD# 5559654) is an Investment Advisor Representative working at O'connor Wealth Management, LLC in Pasadena, CA and has over 8 years of experience in the finance industry.

3
Michael D. Hill
CRD#: 2843104
225 S. Lake Avenue, Suite 300, Pasadena, CA 91101
93
Wealthminder
score

Michael Hill (CRD# 2843104) is an Investment Advisor Representative working at O'connor Wealth Management, LLC in Pasadena, CA and has over 20 years of experience in the finance industry.

4
John V. O'connor
CRD#: 1747463
225 S. Lake Avenue, Suite 300, Pasadena, CA 91101
68
Wealthminder
score

John O'connor (CRD# 1747463) is an Investment Advisor Representative working at O'connor Wealth Management, LLC in Pasadena, CA and has over 23 years of experience in the finance industry.

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