# O'CONNOR WEALTH MANAGEMENT, INC.

O'CONNOR WEALTH MANAGEMENT, INC. of MONROVIA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 152316
- Type: SEC-registered investment adviser
- SEC file number: 801-131495
- Location: 139 E. COLORADO BLVD, SUITE 2, MONROVIA, CA, 91016
- Phone: 626-386-5116
- Latest filing: 2026-06-23
- Regulatory AUM: $179.1M
- Discretionary AUM: $179.1M
- Clients: 2
- Accounts: 396

## Business model

- Compensation: % of AUM, Other
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (4)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152316/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152316/similar
- Related entities: https://search.stillhousedata.com/firm/152316/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152316

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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.