# O'BRIEN WEALTH PARTNERS LLC

O'BRIEN WEALTH PARTNERS LLC of WALTHAM, MA is an SEC-registered investment adviser.

## Registration

- CRD: 105336
- Type: SEC-registered investment adviser
- SEC file number: 801-31201
- Location: 51 SAWYER ROAD, SUITE 600, WALTHAM, MA, 02453
- Phone: 617-547-6717
- Latest filing: 2025-07-17
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Clients: 14
- Accounts: 1,999

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions, Charities, Corporations

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| Jill Ann Fopiano | CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | — |
| Elisabeth Meltzer Zimmerman | CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING | — |
| Peter Hugh Berenson | TRUSTEE | — |
| Richard Arthur Davies | PARTNER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | — |
| O'BRIEN ARTHUR MARC | CEO, TREASURER, MANAGING MEMBER; PRESIDENT, CCO, TREASURER, MANAGING MEMBER; PRESIDENT, TREASURER (+2 more) | — |
| MARTIN EDWARD LOUIS | CFA, SENIOR VICE PRESIDENT; CFA, SENIOR VICE PRESIDENT,CHIEF COMPLIANCE OFFICER, DIRECTOR; CFA, SENIOR VICE PRESIDENT, DIRECTOR (+2 more) | — |
| O'BRIEN SALLY JANE | CLERK AND SECRETARY; CLERK AND SECRETARY, DIRECTOR; SECRETARY | — |
| HARRIS MARY | DIRECTOR | — |
| ENGLAND FREDERICK J | DIRECTOR | — |
| KUPPENS CYNTHIA A | CFP, PRINCIPAL, DIRECTOR OF CLIENT SOLUTIONS; CFP, PRINCIPAL, DIRECTOR OF CLIENT SOLUTIONS, CCO; CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & SERVICES (+3 more) | — |
| ENGLISH MARY JO | CFA, SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER; CFA, SENIOR VICE PRESIDENT, INVESTMENT RESEARCH & STRATEGY, CHIEF COMPLIANCE OFFICER; CFA, VICE PRESIDENT (+1 more) | — |
| WOOD SUSAN BAUER | EXECUTIVE VICE PRESIDENT,CHIEF OPERATING OFFICER,DIRECTOR | — |
| FOPIANO JILL ANN | CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER; CFA, CFP, SENIOR VICE PRESIDENT, STRATEGY & DEVELOPMENT; PRESIDENT, CFA, CFP (+1 more) | — |
| ZIMMERMAN ELISABETH MELTZER | CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING; CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING; CFP, VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING (+1 more) | — |
| WALDNER BRIAN HARLAN | CFA, CFP, SENIOR VICE PRESIDENT, DIR. OF INVESTMENT STRATEGY & RESEARCH; CFA, CFP, SENIOR VICE PRESIDENT, DIR. OF INVESTMENT STRATEGY & RESEARCH, CCO; CFA, CFP, SENIOR VICE PRESIDENT, INVESTMENT MANAGEMENT | — |
| BERENSON PETER HUGH | TRUSTEE | — |
| DAVIES RICHARD ARTHUR | CFP, CHIEF COMPLIANCE OFFICER; PARTNER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105336/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105336/similar
- Related entities: https://search.stillhousedata.com/firm/105336/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105336

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.