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Building 2O'BRIEN WEALTH PARTNERS LLC

Map pinWALTHAM, MA
Phone617-547-6717
NotebookSEC #801-31201
Total AUM
$1.1B
Employees
14
Clients
519

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
51 SAWYER ROAD
SUITE 600
WALTHAM
MA 02453
United States
Operating Hours
8:45 TO 5:15
Monday - Friday
Phone
617-547-6717

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,999
Discretionary
$1.1B
Accounts
1,999
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
227
AUM
$97.7M
HNW Individual Clients
283
AUM
$978.7M
Pension/Profit Sharing Plan Clients
1
AUM
$1.6M
Charitable Organization Clients
7
AUM
$30.9M
Corporation or Business Clients
1
AUM
$497.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDCFLMAMENCNHNMNYOHPARITXVAVT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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