O'Connor Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
O'Connor Wealth Management serves individuals (including high‑net‑worth clients), trusts, estates, and charitable organizations, and also provides 401(k) plan administrative services to qualified plan sponsors. Its primary offering is a Wealth Management Service that combines discretionary investment management with an ongoing, issue‑specific financial planning component included within the advisory relationship.
The firm emphasizes strategic, long‑term asset allocation and constructs customized portfolios using equities, fixed income, ETFs, mutual funds and, in some cases, adviser‑managed variable annuities, managing client accounts on a discretionary basis with continuous monitoring and the ability to accommodate client‑imposed restrictions. OWM also manages ancillary accounts tied to existing relationships and requires a TradePMR/Wells Fargo custody arrangement for its Wealth Management Service.
Noteworthy distinctions include principals who are licensed insurance agents and may recommend life insurance or annuity products (and receive commissions), and one principal’s separate tax planning/preparation business conducted at the same address—conflicts of interest that the firm discloses and addresses. The firm receives technology and other economic benefits through its TradePMR relationship, generally does not aggregate client trades, allows supervised persons to trade the same securities as clients, and leaves proxy voting to clients, practices that differ from many peers and may affect trade execution and proxy handling.
Client services
Expertise
Demographic focus
Fee options
Standard annual fee of 1.00% of account value, negotiable for accounts $3 million or more. Possible discounts or waivers for accounts under $3 million.
Main office
139 E. Colorado Blvd, Suite 2
Monrovia CA 91016
Advisors at this office
2
Most active in
California · Texas
Also doing business as
O'connor John, Vincent · O'connor Wealth Management · O'connor Wealth Management, Inc. · O'connor Wealth Management, LLC · O'connor, John Vincent
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Advisors at this firm
Christopher D
Series 66, Series 65
Monrovia, CA
O'Connor Wealth Management, Inc.
Christopher De Lorimier is a financial advisor at O'Connor Wealth Management, Inc. with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has been with O'Connor Wealth Management since 2014. In addition to his advisory role, he operates a tax preparation and planning business, Crown City Tax Planning, and is licensed as an independent insurance agent. O'Connor Wealth Management serves individuals, trusts, estates, and charitable organizations, offering discretionary wealth management combined with issue-specific financial planning. The firm focuses on strategic, long-term asset allocation using a variety of investment vehicles and manages client accounts with continuous monitoring tailored to client preferences.
John O
Series 63, Series 66
Monrovia, CA
O'Connor Wealth Management, Inc.
John O'Connor is a financial advisor with O'Connor Wealth Management, Inc. in Monrovia, CA, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has been with O'Connor Wealth Management since 2012 and previously worked at Reged Financial Training. Additionally, he is licensed as an insurance agent and occasionally underwrites term life insurance and annuity products. O'Connor Wealth Management serves individuals, trusts, estates, and charitable organizations, offering a Wealth Management Service that combines discretionary investment management with ongoing, issue-specific financial planning. The firm emphasizes strategic, long-term asset allocation and creates customized portfolios using a range of investment vehicles while managing client accounts on a discretionary basis.
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