Christopher De Lorimier
O'connor Wealth Management · Monrovia, California
Christopher De Lorimier is a fee-only financial advisor at O'connor Wealth Management in Monrovia, California. O'connor Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | O'connor Wealth Management |
|---|---|
| Based in | Monrovia, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $179.1M across 396 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 5559654 |
| Exams passed | Series 65 (2013) · Series 66 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.ocwealthmgt.com |
How Christopher's firm compares
- O'connor Wealth Management's average account is about $452,000, from its Form ADV (assets managed divided by 396 accounts).
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Questions about Christopher
Is Christopher De Lorimier a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and O'connor Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christopher charge for financial advice?
Christopher's firm, O'connor Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Christopher De Lorimier based?
Christopher De Lorimier is based in Monrovia, California.
Is Christopher De Lorimier registered with the SEC?
Yes. Christopher De Lorimier is registered as an investment adviser representative in CA and TX (CRD 5559654), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does O'connor Wealth Management manage?
O'connor Wealth Management reports $179.1M across 396 accounts in assets under management.
How do I contact Christopher De Lorimier?
Through Christopher's website, www.ocwealthmgt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Monrovia
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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