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O'BOYLE WEALTH MANAGEMENT, INC.

dba O'BOYLE WEALTH MANAGEMENT, INC. · CRD 292849 · Registered Investment Adviser

O'BOYLE WEALTH MANAGEMENT, INC. is a Registered Investment Adviser headquartered in BEVERLY HILLS, CA. The firm reports $443,932,960 in regulatory assets under management across 1,590 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$395,724,735
Non-discretionary$48,208,225
Total RAUM$443,932,960
Accounts1,590

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 292849. adviserinfo.sec.gov/firm/summary/292849.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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