Hedge Fund Database

O'BRIEN WEALTH PARTNERS LLC

Adviser information for O'BRIEN WEALTH PARTNERS LLC last updated from Form ADV on February 26th, 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 Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Massachusetts, United States

Employees

Total Number of Employees 15
Investment Advisory/Research 12
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 12
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,054 $962.2M
Non-Discretionary 0 $0
Total 2,054 $962.2M

Clients

Type Number RAUM
Individuals 219 $76.1M
HNW Individuals 271 $857.8M
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 <5 $2.5M
Charitable organizations 7 $25.8M
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 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops
Compensation % of AUMHourly charges

Identifiers

SEC RIA File Number 801-31201
SEC ERA File Number 801-31201
SEC CIK Numbers 1689874
SEC CRD Numbers 105336
Legal Entity Identifier None

Principal Office

51 SAWYER ROAD
SUITE 600
WALTHAM
MA
United States
Monday - Friday, 8:45 TO 5:15
Tel: 617-547-6717, Fax: 617-830-0822

Websites

www.obrienwp.com www.facebook.com/obrienwp/ twitter.com/jillfop www.linkedin.com/company/obrienwp

Chief Compliance Officer

RICHARD ARTHUR DAVIES
PARTNER, COO
51 SAWYER ROAD
SUITE 600
WALTHAM
MA
United States
Tel: 617-547-6717
Fax: 617-830-0822
(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
FOPIANO, JILL, ANN Individual – CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER 09/2012 50-75%
ZIMMERMAN, ELISABETH, MELTZER Individual – CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING 05/1989 5-10%
PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST Domestic Entity – MEMBER 11/2016 5-10%
PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST Domestic Entity – MEMBER 11/2016 5-10%
BERENSON, PETER, HUGH Individual PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST TRUSTEE 07/2016
BERENSON, PETER, HUGH Individual PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST TRUSTEE 07/2016
DAVIES, RICHARD, ARTHUR Individual – PARTNER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER 02/2019 5-10%

No. Employees, Historic

20100201920202021202220232024202510 on 6/14/201914 on 2/27/202014 on 4/14/202014 on 6/23/202014 on 7/1/202014 on 9/23/202014 on 10/1/202015 on 3/1/202113 on 3/17/202213 on 10/10/202215 on 3/8/202315 on 5/24/202315 on 2/26/2024

RAUM, Historic

1B500M02019202020212022202320242025570939231 on 6/14/2019704125067 on 2/27/2020704125067 on 4/14/2020704125067 on 6/23/2020704125067 on 7/1/2020704125067 on 9/23/2020704125067 on 10/1/2020819027871 on 3/1/2021948175951 on 3/17/2022948175951 on 10/10/2022833898354 on 3/8/2023833898354 on 5/24/2023962185638 on 2/26/2024

No. Clients, Historic

50025002019202020212022202320242025454 on 6/14/2019459 on 2/27/2020459 on 4/14/2020459 on 6/23/2020459 on 7/1/2020459 on 9/23/2020459 on 10/1/2020465 on 3/1/2021469 on 3/17/2022469 on 10/10/2022488 on 3/8/2023488 on 5/24/2023497 on 2/26/2024

Holdings

From latest 13F, filed July 22nd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 77K 741 –
ABBVIE INC COM 128K 748 –
ACCENTURE PLC IRELAND SHS CLASS A 119K 391 –
ALPHABET INC CAP STK CL A 416K 2K –
ALPHABET INC CAP STK CL C 213K 1K –
AMAZON COM INC COM 243K 1K –
AMETEK INC COM 480K 3K –
AMGEN INC COM 1K 4 –
AMPHENOL CORP NEW CL A 1K 20 –
ANALOG DEVICES INC COM 536K 2K –
APPLE INC COM 8M 36K –
APPLIED MATLS INC COM 141K 598 –
AUTOMATIC DATA PROCESSING IN COM 716 3 –
BERKSHIRE HATHAWAY INC DEL CL B NEW 270K 663 –
BROADCOM INC COM 8K 5 –
CHEVRON CORP NEW COM 168K 1K –
COCA COLA CO COM 115K 2K –
DBX ETF TR XTRACK MSCI EAFE 48M 1M –
EATON CORP PLC SHS 941 3 –
ELI LILLY & CO COM 47K 52 –
EXXON MOBIL CORP COM 188K 2K –
HOME DEPOT INC COM 1K 3 –
INTERNATIONAL BUSINESS MACHS COM 291K 2K –
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 237K 1K –
ISHARES TR CORE S&P500 ETF 668K 1K –
ISHARES TR RUS 1000 ETF 468K 2K –
ISHARES TR RUS 1000 GRW ETF 17M 45K –
ISHARES TR RUSSELL 3000 ETF 16M 52K –
ISHARES TR MSCI USA MIN VOL 856K 10K –
ISHARES TR ESG AW MSCI EAFE 302K 4K –
ISHARES TR CORE S&P TTL STK 58M 487K –
JOHNSON & JOHNSON COM 280K 2K –
JPMORGAN CHASE & CO. COM 206K 1K –
LIFESTANCE HEALTH GROUP INC COM 2M 356K –
MASTERCARD INCORPORATED CL A 49K 111 –
MCDONALDS CORP COM 3M 11K –
MERCK & CO INC COM 262K 2K –
META PLATFORMS INC CL A 1M 2K –
MICROSOFT CORP COM 604K 1K –
MORGAN STANLEY ETF TRUST CALVERT INTERNAT 7M 121K –
MORGAN STANLEY ETF TRUST CALVERT US LARCP 19M 275K –
NORFOLK SOUTHN CORP COM 138K 645 –
NUSHARES ETF TR NUVEEN ESG LRGVL 10M 268K –
NVIDIA CORPORATION COM 52K 420 –
PACER FDS TR US CASH COWS 100 41M 756K –
PAYCHEX INC COM 172K 1K –
PEPSICO INC COM 87K 526 –
PRINCIPAL EXCHANGE TRADED FD US MEGA CP ETF 19M 357K –
PROCTER AND GAMBLE CO COM 221K 1K –
SELECT SECTOR SPDR TR TECHNOLOGY 403K 2K –
SPDR S&P 500 ETF TR TR UNIT 503K 924 –
SPDR SER TR PORTFOLIO SH TSR 10M 354K –
SPDR SER TR PORTFLI INTRMDIT 34M 1M –
SPDR SER TR PORTFOLIO LN TSR 21M 765K –
SPDR SER TR PORTFOLIO S&P500 68M 1M –
SPDR SER TR S&P DIVID ETF 887K 7K –
UNITEDHEALTH GROUP INC COM 29K 57 –
UPWORK INC COM 423K 39K –
VANGUARD INDEX FDS TOTAL STK MKT 33M 123K –
VANGUARD INDEX FDS GROWTH ETF 12M 32K –
VANGUARD SCOTTSDALE FDS LONG TERM TREAS 9M 152K –
VISA INC COM CL A 2K 7 –