O'Boyle Wealth Management

O'Boyle Wealth Management

O'Boyle Wealth Management is a boutique investment advisory firm based in Beverly Hills, California. The firm provides wealth management services to high-net-worth individuals and families while maintaining an active direct-investment mandate in venture capital. Unlike traditional wealth managers that allocate exclusively to external funds, O'Boyle participates in direct venture deals across multiple rounds. The firm targets generalist venture capital, deploying across early-stage, growth-stage, and late-stage rounds. The geographic focus is primarily the United States, with an emphasis on West Coast technology ecosystems given the firm's Beverly Hills location. The strategy spans multiple sectors without a single exclusive vertical. O'Boyle's dual structure — a registered investment advisor managing individual and family wealth alongside an active venture investment practice — gives the firm a sourcing model rooted in the broader financial services ecosystem. The team size and total committed capital are not publicly disclosed. O'Boyle Wealth Management differentiates by embedding venture deal participation directly into its private-wealth offering, allowing client families to access direct tech investments alongside traditional portfolio management — a hybrid architecture more common among family offices than advisory firms.