# O'Boyle Wealth Management

O'Boyle Wealth Management is a Multi Family Office based in Beverly Hills, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Beverly Hills, United States
- **Region:** North America
- **Address:** Beverly Hills, CA, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** oboylewealth.com
- **LinkedIn:** https://www.linkedin.com/company/o%27boyle-wealth-management

## Regulatory record

- **CRD number:** 292849
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/292849

## About

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.

## Sectors

- Venture Capital

## Questions

### Does O'Boyle Wealth Management invest directly in venture deals or only through funds?

Public record shows the firm participates in direct venture investments alongside its wealth management services. This dual approach allows clients to gain exposure to private technology companies without relying solely on fund commitments.

### What investment stages does the firm target in its venture practice?

The firm deploys across early-stage, growth-stage, and late-stage venture rounds, maintaining a generalist rather than stage-specific mandate. This multi-stage posture provides flexibility across market cycles.

## Related profiles

- [Nykredit](https://altss.com/profile/nykredit)
- [O'Brien Capital Management](https://altss.com/profile/o-brien-capital-management)

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Last updated: 2026-07-06T01:24:22.248Z

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