O'BOYLE WEALTH MANAGEMENT, INC.
O'BOYLE WEALTH MANAGEMENT, INC. of BEVERLY HILLS, CA is an SEC-registered investment adviser (CRD 292849). Regulatory assets under management: $443.9M.
Registration
- CRD: 292849
- SEC file number: 801-113180
- Type: Registered investment adviser
- Location: 9701 WILSHIRE BOULEVARD, 10TH FLOOR, BEVERLY HILLS, CA, 90212
- Phone: 310-601-7075
- Latest filing: 2026-03-30
- Regulatory AUM: $443.9M
- Discretionary AUM: $395.7M
- Non-discretionary AUM: $48.2M
- Clients: 5
- Accounts: 1,590
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Joe O'Boyle | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| O'BOYLE JOE | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
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