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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

O'BOYLE WEALTH MANAGEMENT, INC.

CRD 292849

BEVERLY HILLS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e9617f02-3390-10e0-7926-c018d98bb5ca

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Apr 6, 2018 to Mar 30, 2026
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.86 fund_share=0.0 institutional_share=0.12 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $444MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $396M
Private client RAUM: $381MderivedItem 5.D individuals plus high net worth individuals
Private client share: 86%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $88.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,590
Individual clients: 187
High net worth clients: 184
Custody, client assets: $77.1M
SEC number: 801-113180
CRD: 292849
Filings on the tape: 17
First filed: Apr 6, 2018
Latest filed: Mar 30, 2026
Organised: Corporation, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOSEPH ANTHONY O'BOYLE	Certified Financial Planner	Beverly Hills, CA	8	23	1	no
COLM JOHN OBOYLE	n/a	BEVERLY HILLS, CA	7	12	n/a	no
CAROL ASHLING O'BOYLE	Certified Financial Planner	BEVERLY HILLS, CA	7	13	n/a	no
James Cameron McClure	n/a	BEVERLY HILLS, CA	5	11	n/a	no
Shayan Lankarani	n/a	BEVERLY HILLS, CA	4	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
O'BOYLE, JOE	PRESIDENT AND CHIEF COMPLIANCE OFFICER	E	yes	05/2018	Apr 6, 2018	Jul 1, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
WESTLAKE VILLAGE	CA	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$444M	$396M	5	5	0	n/a	n/a
2024	Mar 19, 2025	$370M	$338M	6	6	0	n/a	n/a
2023	Feb 13, 2024	$312M	$285M	6	6	1	n/a	n/a
2022	Mar 15, 2023	$258M	$235M	6	6	0	n/a	n/a
2021	Feb 14, 2022	$270M	$245M	5	5	0	n/a	n/a
2020	Mar 4, 2021	$226M	$202M	6	6	0	n/a	n/a
2019	Feb 10, 2020	$206M	$188M	4	4	0	n/a	n/a
2018	Mar 6, 2019	$118M	$104M	4	1	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$444M	$370M	20.1%	$258M	19.9%	5	6	0	0

Relationships

Registered with (5)

← Shayan LankaraniAdvisorregistration: current employment
Sep 2, 2022 to presentfactForm ADV
← James Cameron McClureAdvisorregistration: current employment
Oct 9, 2020 to presentfactForm ADV
← CAROL ASHLING O'BOYLEAdvisorregistration: current employment
Aug 12, 2019 to presentfactForm ADV
← COLM JOHN OBOYLEAdvisorregistration: current employment
Jun 28, 2019 to presentfactForm ADV
← JOSEPH ANTHONY O'BOYLEAdvisorregistration: current employment
May 9, 2018 to presentfactForm ADV

Controls (1)

← O'BOYLE, JOEOwnerPRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Apr 6, 2018 to Jul 1, 2024factForm ADV

Dated events

Occurred
Apr 6, 2018
First Form ADV filing
O'Boyle Wealth Management, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e9617f02-3390-10e0-7926-c018d98bb5ca
First observed: Apr 6, 2018
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

O'BOYLE WEALTH MANAGEMENT, INC.

CRD 292849

BEVERLY HILLS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e9617f02-3390-10e0-7926-c018d98bb5ca

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:01 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOSEPH ANTHONY O'BOYLE

Certified Financial Planner

Beverly Hills, CA

COLM JOHN OBOYLE

n/a

BEVERLY HILLS, CA

n/a

CAROL ASHLING O'BOYLE

Certified Financial Planner

BEVERLY HILLS, CA

n/a

James Cameron McClure

n/a

BEVERLY HILLS, CA

n/a

Shayan Lankarani

n/a

BEVERLY HILLS, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

O'BOYLE, JOE

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

05/2018

Apr 6, 2018

Jul 1, 2024

City

State

Country

Employees

Also broker-dealer

WESTLAKE VILLAGE

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$444M

$396M

n/a

2024

Mar 19, 2025

$370M

$338M

n/a

2023

Feb 13, 2024

$312M

$285M

n/a

2022

Mar 15, 2023

$258M

$235M

n/a

2021

Feb 14, 2022

$270M

$245M

n/a

2020

Mar 4, 2021

$226M

$202M

n/a

2019

Feb 10, 2020

$206M

$188M

n/a

2018

Mar 6, 2019

$118M

$104M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$444M

$370M

20.1%

$258M

19.9%