Data / Investment advisers / California / O'Boyle Wealth Management, Inc.
O'Boyle Wealth Management, Inc., Beverly Hills, CA: $444 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
O'Boyle Wealth Management, Inc. is an SEC registered investment adviser with its main office in Beverly Hills, California and reports $444 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch O'Boyle Wealth Management, Inc. (CRD number 292849): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 292849
- SEC file number
- 801-113180
- SEC status
- Approved, effective May 9, 2018
- Main office
- 9701 Wilshire Boulevard 10th Floor, Beverly Hills, CA 90212
- Phone
- (310) 601-7075
- Regulatory AUM
- $443,932,960 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $395,724,735
- Non discretionary AUM
- $48,208,225
- Accounts
- 1,590
- Employees
- 5, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 184 | $342.6 million |
| Pension and profit sharing plans | 25 | $51.6 million |
| Individuals (other than high net worth individuals) | 187 | $38.9 million |
| Corporations or other businesses | 14 | $10.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $443.9 million | March 30, 2026 |
| December 1, 2025 | $369.7 million | March 19, 2025 |
Other advisers in Beverly Hills
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Beverly Hills Private Wealth, LLC | Beverly Hills | $912.2 million | Not listed | adviserinfo.sec.gov |
| Angeleno Group, LLC | Beverly Hills | $576.5 million | 9 | adviserinfo.sec.gov |
| Life Line Wealth Management LLC | Beverly Hills | $557.6 million | Not listed | adviserinfo.sec.gov |
| Provenance Management Co., LP | Beverly Hills | $454.1 million | 8 | adviserinfo.sec.gov |
| Audent Global Asset Management, LLC | Beverly Hills | $452.3 million | 13 | adviserinfo.sec.gov |
| Center Capital Partners LLC | Beverly Hills | $415 million | 7 | adviserinfo.sec.gov |
| Marathon Management Partners LLC | Beverly Hills | $340 million | 4 | adviserinfo.sec.gov |
| Gordonmd Global Investments LP | Beverly Hills | $322.3 million | 4 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Beverly Hills, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- O'Boyle Wealth Management, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.