BEVERLY HILLS, CACRD 292849Latest ADV March 30, 2026
O'Boyle Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Beverly Hills, CA. Its latest Form ADV filing, dated March 30, 2026, reports $444M in regulatory assets under management, 5 employees, and 1,590 accounts.
Assets Under Management
$444M
Employees
5
Offices
--
Total Clients
410
Primary office
BEVERLY HILLS, CA
9701 WILSHIRE BOULEVARD, 10TH FLOOR, BEVERLY HILLS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 45.6% of total clients.
Top client categories% of clientsClients
1
Individuals
45.6%
187
2
HNWI
44.9%
184
3
Pension Plans
6.1%
25
4
Corporations
3.4%
14
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$444Mas of March 30, 2026
Discretionary89.1%
$396M
89% of total RAUM89.1%
Non-discretionary10.9%
$48M
11% of total RAUM10.9%
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.
Total AUM$444M
Total Accounts1,590
10Y AUM Change+$444M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee82:1
10Y Employee Change+2 (+66.7%)
* 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.