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C.W. O'CONNER WEALTH ADVISORS, INC.

3175 Satellite Boulevard
Suite 110
Duluth, Georgia 30096
Tel: 770-368-9919

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About C.W. O'CONNER WEALTH ADVISORS, INC.

CW O'CONNER WEALTH ADVISORS, INC, formally registered with the SEC as CW O'CONNER WEALTH ADVISORS, INC. The firm was established in 08/28/2006. They have over 3 offices throughout the country.

C.W. O'CONNER WEALTH ADVISORS, INC. is a Duluth, Georgia based Financial Planning firm with nearly $214,677,569 assets under management, offering retirement planning & investment advisory services to 434 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#125646
SEC#801-66146
Assets Managed by Firm$214,677,569
No. of Clients434
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total434$214,677,569
Individuals (other than high net worth individuals)39$12,983,767
High net worth individuals53$193,848,804
Pension and profit sharing plans4$7,844,998

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