O'Boyle Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
O'Boyle Wealth Management reports 410 clients. They include 187 individual clients, 184 high-net-worth individuals, and 25 pension and profit-sharing plans. Of its assets, 89.1% ($396M across 1,570 accounts) are managed with discretion; $48.2M across 20 accounts are not. A wrap fee program the firm both sponsors and manages holds $307M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 46% | 9% |
| High-net-worth individuals | 45% | 77% |
| Pension and profit-sharing plans | 6% | 12% |
| Corporations and other businesses | 3% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 187 | $38.9M | 8.8% | $208K |
| High-net-worth individuals | 184 | $343M | 77.2% | $1.86M |
| Pension and profit-sharing plans | 25 | $51.6M | 11.6% | $2.06M |
| Corporations and other businesses | 14 | $10.8M | 2.4% | $773K |
| Total | 410 | $444M | 100% | $1.08M |
- Clients
- 187
- Regulatory AUM
- $38.9M
- AUM share
- 8.8%
- Avg. per client
- $208K
- Clients
- 184
- Regulatory AUM
- $343M
- AUM share
- 77.2%
- Avg. per client
- $1.86M
- Clients
- 25
- Regulatory AUM
- $51.6M
- AUM share
- 11.6%
- Avg. per client
- $2.06M
- Clients
- 14
- Regulatory AUM
- $10.8M
- AUM share
- 2.4%
- Avg. per client
- $773K
Total
- Clients
- 410
- Regulatory AUM
- $444M
- AUM share
- 100%
- Avg. per client
- $1.08M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
O'Boyle Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Hourly fee up to $1,000, or a flat fee up to $50,000, set case by case in the consulting agreement.
- Held-away account management
- Maximum annual fee of 1.25% for accounts held away from the custodian, billed monthly in arrears; fees are negotiable.
Joe O'Boyle owns 75% or more of O'Boyle Wealth Management. The leadership team of O'Boyle Wealth Management includes President Joe O'Boyle. It has 5 employees.
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 2 insurance agents
- Owns 75% or more of O'Boyle Wealth Management, Inc.
Joe O'Boyle
Control person · since May 2018
O'Boyle Wealth Management’s regulatory assets grew 2.0× from $226M (March 2021) to $444M (March 2026); clients rose from 300 to 410 and employees fell from 6 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $444M | 410 | 5 | 1 |
| Mar 2025March 2025 | $370M | 384 | 6 | 1 |
| Jul 2024July 2024 | $312M | 365 | 6 | 2 |
| Mar 2023March 2023 | $258M | 357 | 6 | 1 |
| Feb 2022February 2022 | $270M | 328 | 5 | 1 |
| Mar 2021March 2021 | $226M | 300 | 6 | 1 |
Besides its headquarters, O'Boyle Wealth Management has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 9701 Wilshire Boulevard, 10th Floor, Beverly HillsHQ
Contact and registration details
- Legal name
- O'Boyle Wealth Management, Inc.
- Headquarters
- 9701 Wilshire Boulevard, 10th Floor, Beverly Hills, CA 90212
- Website
- oboylewealthmanagement.com
- Phone
- 310-601-7075
- @o'boyle-wealth-management
- SEC file
- 801-113180
- Founded
- 2018
- Structure
- California corporation
- Fiscal year end
- December
O'Boyle Wealth Management’s named custodians for separately managed accounts are Fidelity ($375M, 85%) and Capital Client Group ($65.2M, 15%). O'Boyle Wealth Management has custody of $77.1M for 119 clients.
- FidelityNational Financial Services LLC · Boston, MA · $375M85%
- Capital Client GroupCapital Client Group, Inc. · Los Angeles, CA · $65.2M15%
At year end, O'Boyle Wealth Management’s separately managed accounts were mostly in funds (63%) and bonds (30%).
What the accounts hold
- Stocks5%
- Funds63%
- Bonds30%
- Cash2%
How many clients does O'Boyle Wealth Management have?
O'Boyle Wealth Management has 410 clients and manages $444 million for them, as of March 2026. They include 187 individual clients, 184 high-net-worth individuals, and 25 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does O'Boyle Wealth Management offer?
O'Boyle Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does O'Boyle Wealth Management use?
O'Boyle Wealth Management’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $375M and Capital Client Group, Inc. (Los Angeles, CA), with $65.2M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does O'Boyle Wealth Management have?
O'Boyle Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does O'Boyle Wealth Management invest in?
At the end of its last fiscal year, O'Boyle Wealth Management’s separately managed accounts held 63% registered funds (mutual funds, ETFs, BDCs), 30% U.S. government and agency bonds, 5% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns O'Boyle Wealth Management?
O'Boyle Wealth Management’s direct owner is Joe O'Boyle (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does O'Boyle Wealth Management get paid?
O'Boyle Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact O'Boyle Wealth Management?
O'Boyle Wealth Management’s main office is at 9701 Wilshire Boulevard, 10th Floor, Beverly Hills, CA 90212. Its phone number is 310-601-7075. Its website is oboylewealthmanagement.com.
