# O'Brien Strategic Wealth

O'Brien Strategic Wealth is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 340330
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/340330

## About

O'BRIEN STRATEGIC WEALTH is a state-registered investment adviser. It employs one investment manager and one investment adviser.

## Questions

### How does O'Brien Strategic Wealth source proprietary deal flow?

The firm relies on direct relationships with founder-led companies and long-standing partnerships with private equity sponsors. Deal sourcing is relationship-driven rather than through intermediaries. The firm emphasizes proprietary origination to capture non-auction opportunities.

### Does O'Brien Strategic Wealth participate in fund commitments or only direct deals?

The firm employs a hybrid approach, committing capital to select private equity funds while also pursuing direct co-investments. Direct deals allow for greater control and lower fee drag. Fund commitments provide diversification across managers and geographies.

### What investment stages does O'Brien Strategic Wealth typically target?

O'Brien Strategic Wealth focuses on later-stage private equity, growth equity, and mature buyout opportunities. The firm avoids early-stage venture capital, preferring businesses with established cash flows. Real assets, such as infrastructure and real estate, are also key targets.

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Last updated: 2026-07-06T01:24:22.366Z

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