Multi Family Office

C. W. O'Conner Wealth Advisors, Inc.

C. W. O'Conner Wealth Advisors, Inc. is a multi-family office headquartered in Duluth, United States. Founded in 1995 by Clifford W.

C. W. O'Conner Wealth Advisors, Inc.

C. W. O'Conner Wealth Advisors, Inc.

C. W. O'Conner Wealth Advisors, Inc. is a multi-family office headquartered in Duluth, United States. Founded in 1995 by Clifford W. O'Conner, the firm traces its wealth origin to O'Conner’s achievements in public accounting, real estate development, and corporate finance. It provides investment management, tax, and comprehensive planning services to entrepreneurial families and business owners—delivering integrated fiduciary advice and multi-generational wealth stewardship.

General information

Firm type

Multi Family Office

Year founded

1995

AUM

Location

Region

North America

Country

City

Duluth

Corporate office

Frequently asked questions

What is C. W. O'Conner Wealth Advisors, Inc.?

C. W. O'Conner Wealth Advisors, Inc. is a multi family office headquartered in Duluth.

When was C. W. O'Conner Wealth Advisors, Inc. founded?

C. W. O'Conner Wealth Advisors, Inc. was founded in 1995.

Where is C. W. O'Conner Wealth Advisors, Inc. headquartered?

C. W. O'Conner Wealth Advisors, Inc. is headquartered in Duluth, in the North America region.

What does Altss track for C. W. O'Conner Wealth Advisors, Inc.?

Altss maintains an OSINT-verified profile of C. W. O'Conner Wealth Advisors, Inc. covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is C. W. O'Conner Wealth Advisors, Inc.'s website?

C. W. O'Conner Wealth Advisors, Inc.'s public website is www.cwoconner.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is C. W. O'Conner Wealth Advisors, Inc.?

C. W. O'Conner Wealth Advisors, Inc. is classified by Altss as a Multi Family Office within the North America region.

How does Altss source intelligence on C. W. O'Conner Wealth Advisors, Inc.?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

How fresh is the Altss profile for C. W. O'Conner Wealth Advisors, Inc.?

C. W. O'Conner Wealth Advisors, Inc.'s profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.

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