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O'Connor Wealth Management
O'CONNOR WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in MONROVIA, CA, registered since 2024. The firm manages approximately $179 million...
Overview
O'CONNOR WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in MONROVIA, CA, registered since 2024. The firm manages approximately $179 million in assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Monrovia
Corporate office
New York, NY, United States
Principals
Dennis O'Connor
Principal
Sector focus
Frequently asked questions
What is O'Connor Wealth Management's known posture on co-investments?
The office selectively co-invests alongside a trusted circle of families and operators, but it does not operate an open co-investment platform or formal LP club. Its preference leans toward control or significant influence rather than passive minority stakes, and co-investors tend to be long-tenured relationships rather than institutional blind-pool participants.
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