O'CONNOR WEALTH MANAGEMENT, INC. of MONROVIA, CA is an SEC-registered investment adviser (CRD 152316). Regulatory assets under management: $179.1M.
Compensation: % of AUM, Other.
Clients served: Individuals, High net worth, Other.
| Name | Role | Location |
|---|---|---|
| John Vincent O'Connor | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Christopher Patrick De Lorimier | CHIEF OPERATING OFFICER | — |
| O'CONNOR TIMOTHY VINCENT | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| DE SAN PATRICK | CHIEF OPERATING OFFICER | — |