Firm profile

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

DULUTH, GACRD 125646Latest ADV February 18, 2026

C.W. O'Conner Wealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Duluth, GA.

Assets Under Management
$265M
Employees
3
Offices
1 office
Total Clients
135
Primary office
DULUTH, GA
3175 SATELLITE BOULEVARD, SUITE 110, DULUTH, GA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOClifford W. O'conner

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentHNWI represent 51.1% of total clients.
Top client categories% of clientsClients
1
HNWI
51.1%
69
2
Individuals
48.9%
66

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$265Mas of February 18, 2026
Discretionary95.0%
$251M
95% of total RAUM95.0%
Non-discretionary5.0%
$13M
5% of total RAUM5.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$265M
Total Accounts464
10Y AUM Change+$66M (+33.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee45:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.