O'connor Wealth Management, Inc.

CRD 152316 · Monrovia, CA · $179.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 152316
SEC number: 801-131495
Firm type: RIA
Assets under management: $179.1M as of Jun 23, 2026
Website: www.ocwealthmgt.com ↗
Phone: 626-386-5116
Address: 139 E. Colorado Blvd, Monrovia, CA, 91016

Advisors at this firm

2 in our index · page 1 of 1

Christopher Patrick De LorimierCRD 5559654 · Monrovia, CA

IA Registered
John Vincent O'connorCRD 1747463 · Monrovia, CA

IA Registered

Disclosure event(s) on record

Source & corrections

Where this page comes from

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