O'BRIEN WEALTH PARTNERS LLC

51 Sawyer Road
Suite 600
Waltham, Massachusetts 02453
Tel: 617-547-6717

About O'BRIEN WEALTH PARTNERS LLC

O'BRIEN WEALTH PARTNERS LLC, formally registered with the SEC as O'BRIEN WEALTH PARTNERS LLC. The firm was established in 12/31/1987. They have over 1 offices throughout the country.

O'BRIEN WEALTH PARTNERS LLC is a Waltham, Massachusetts based Financial Planning firm with nearly $962,185,638 assets under management, offering retirement planning & investment advisory services to 2054 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105336
SEC#	801-31201
Assets Managed by Firm	$962,185,638
No. of Clients	2054
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2054	$962,185,638
Individuals (other than high net worth individuals)	219	$76,114,017
High net worth individuals	271	$857,769,159
Pension and profit sharing plans	Fewer than 5 clients	$2,546,168
Charitable organizations	7	$25,756,294

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