1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2C.W. O'CONNER WEALTH ADVISORS, INC.

Map pinDULUTH, GA
Phone770-368-9919
NotebookSEC #801-66146
Total AUM
$264.6M
Employees
3
Clients
135

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3175 SATELLITE BOULEVARD
SUITE 110
DULUTH
GA 30096
United States
Operating Hours
8:00 AM - 5:00 PM EST
Monday - Friday
Phone
770-368-9919
Other Offices
1

ReceiptFinancials

Total AUM
$264.6M
Accounts
464
Discretionary
$251.3M
Accounts
460
Non-Discretionary
$13.3M
Accounts
4

ContactClients

View more in analytics →

Individual Clients
66
AUM
$15M
HNW Individual Clients
69
AUM
$249.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GASC

HandshakeAffiliates

View all affiliates →

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

Feature requires an account