John O'Connor
O'connor Wealth Management · Monrovia, California
John O'Connor 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 1747463 |
| Exams passed | Series 63 (1993) · Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.ocwealthmgt.com |
How John'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 John
Is John O'Connor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John 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 John charge for financial advice?
John's firm, O'connor Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is John O'Connor based?
John O'Connor is based in Monrovia, California.
Is John O'Connor registered with the SEC?
Yes. John O'Connor is registered as an investment adviser representative in CA and TX (CRD 1747463), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
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 John O'Connor?
Through John'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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