# O'Connor Wealth Management

O'Connor Wealth Management is a RIA based in Monrovia, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Monrovia, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 152316
- **SEC file number:** 801-131495
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152316

## About

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.

## Sectors

- Real Estate
- Insurance
- Private Equity

## People

- Dennis O'Connor — Principal

## 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.

## Related profiles

- [401K Advisory Group](https://altss.com/profile/401k-advisory-group-inc)
- [Abernathy Group II](https://altss.com/profile/abernathy-group-ii-llc)

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

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