O'BRIEN STRATEGIC WEALTH

O'BRIEN STRATEGIC WEALTH is an SEC-registered investment adviser (CRD 340330).

Registration

• CRD: 340330
• Type: Registered investment adviser
• Phone: 412-334-6988
• Latest filing: 2026-04-08
• Clients: 1

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340330 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search