{"@context":{"@vocab":"https://schema.org/"},"@type":"FinancialService","@id":"https://api.ai-analytics.org/adviser/152316#adviser","name":"O'CONNOR WEALTH MANAGEMENT, INC.","alternateName":"O'CONNOR WEALTH MANAGEMENT, INC.","identifier":[{"@type":"PropertyValue","propertyID":"CRD number","value":"152316"},{"@type":"PropertyValue","propertyID":"SEC file number","value":"801-131495"}],"address":{"@type":"PostalAddress","addressLocality":"MONROVIA","addressRegion":"CA","postalCode":"91016","addressCountry":"United States"},"url":"http://www.ocwealthmgt.com","description":"O'CONNOR WEALTH MANAGEMENT, INC. is a Registered Investment Adviser based in MONROVIA, CA. Reports $179,112,814 in regulatory assets under management. No Form ADV Item 11 disciplinary disclosures reported.","additionalProperty":[{"@type":"PropertyValue","propertyID":"Adviser type","value":"Registered Investment Adviser"},{"@type":"PropertyValue","propertyID":"SEC status","value":"Approved"},{"@type":"PropertyValue","propertyID":"Regulatory AUM (USD)","value":179112814},{"@type":"PropertyValue","propertyID":"Number of accounts","value":396},{"@type":"PropertyValue","propertyID":"Employees","value":2},{"@type":"PropertyValue","propertyID":"Private funds managed","value":0}],"sameAs":["https://adviserinfo.sec.gov/firm/summary/152316","https://reports.adviserinfo.sec.gov/reports/ADV/152316/PDF/152316.pdf"],"isAccessibleForFree":true,"license":"https://creativecommons.org/publicdomain/zero/1.0/","_source":{"data_provider":"AI Analytics","data_provider_url":"https://api.ai-analytics.org","license":"https://creativecommons.org/publicdomain/zero/1.0/","primary_source":"https://adviserinfo.sec.gov/","primary_source_dataset":"https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-advisers","generated_at":"2026-06-27T13:52:58.209Z"}}