O'Brien Strategic Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
O’Brien Strategic Wealth provides investment advisory and financial planning services to individuals, including high‑net‑worth clients. The firm delivers tailored portfolio management and investment policy statements and typically charges asset‑based fees as a solo independent adviser.
The firm’s investment process combines cyclical, fundamental, modern portfolio theory and technical analysis and uses model allocations alongside client‑specific recommendations and ongoing monitoring. OSW can delegate portions of portfolios to third‑party managers through Altruist’s Model Marketplace and requires clients to custody assets on that platform while documenting discretionary authority where applicable.
Noteworthy features for a small independent adviser include an affiliated insurance license held by the principal (the brochure states insurance products will not be offered through the advisory business) and the firm’s recent formation with no assets or clients reported at filing. The brochure also highlights the firm’s use of a single required custodian, a broad menu of strategies and instruments (including options, margin, short sales and alternative funds), and the practice of paying selected third‑party managers from advisory fees, arrangements that differ from many peers.
Client services
Expertise
Fee options
$0 - $3,000,000: 1.00% $3,000,001 - $6,000,000: 0.85% $6,000,001+: 0.70%
Main office
South Park PA
Advisors at this office
1
Most active in
Florida · Ohio · Pennsylvania · West Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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