O'BOYLE WEALTH MANAGEMENT, INC.
Adviser information for O'BOYLE WEALTH MANAGEMENT, INC. last updated from Form ADV on February 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,400 | $285.3M |
| Non-Discretionary | 17 | $27.2M |
| Total | 1,417 | $312.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 205 | $42.3M |
| HNW Individuals | 160 | $270.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 216.5M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| OWM WRAP PROGRAM | O'BOYLE WEALTH MANAGEMENT, INC. |
Identifiers
| SEC RIA File Number | 801-113180 |
|---|---|
| SEC ERA File Number | 801-113180 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 292849 |
| Legal Entity Identifier | None |
Principal Office
9701 WILSHIRE BOULEVARD10TH FLOOR
BEVERLY HILLS
CA
United States
Monday - Friday, 9AM - 5PM
Tel: 310-601-7075, Fax: None
Chief Compliance Officer
JOE O'BOYLE
PRINCIPAL
9701 WILSHIRE BLVD, 10TH FLOOR
BEVERLY HILLS
CA
United States
Tel:
310-601-7075
J**@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| O'BOYLE, JOE | Individual | – | PRESIDENT AND CHIEF COMPLIANCE OFFICER | 05/2018 | > 75% |