# C.W. O'CONNER WEALTH ADVISORS, INC.

C.W. O'CONNER WEALTH ADVISORS, INC. of DULUTH, GA is an SEC-registered investment adviser.

## Registration

- CRD: 125646
- Type: SEC-registered investment adviser
- SEC file number: 801-66146
- Location: 3175 SATELLITE BOULEVARD, SUITE 110, DULUTH, GA, 30096
- Phone: 770-368-9919
- Latest filing: 2026-02-18
- Regulatory AUM: $264.6M
- Discretionary AUM: $251.3M
- Non-discretionary AUM: $13.3M
- Clients: 3
- Accounts: 464

## Business model

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

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Clifford Walter O'Conner | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| O'CONNER CLIFFORD WALTER | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | (404) 702-4479 |
| — | — | 1 | (404) 702-4479 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/125646/brochure
- Similar advisers: https://search.stillhousedata.com/firm/125646/similar
- Related entities: https://search.stillhousedata.com/firm/125646/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/125646

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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.