DFX Intelligence
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SEC-registered adviser
O•••••• W••••• M••••••••• I•••
Latest filing Mar 30, 2026
First filing on the tape Apr 6, 2018 · 17 filings
SEC status approved since May 9, 2018
RAUM
$444M
reported, Item 5.F
Discretionary
89%
of RAUM
Private clients
86%
$381M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$88.8M
derived; firm RAUM over IAPD count
Employees
5
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$444M as of Mar 30, 2026
Mar 6, 2019$118M then
HNW client RAUM$343M as of Mar 30, 2026
Mar 6, 2019$52.1M then
State-registered IARs (5.B.3)5 as of Mar 30, 2026
Mar 6, 20191 then
Employees (5.A)5 as of Mar 30, 2026
Mar 6, 20194 then
Private funds: no history
RAUM +20% over the last fiscal year+20% a year over threeIARs 6 to 5
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $88.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 74derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.9MderivedHNW RAUM over HNW clients
- Average account
- $279,203derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 89%derivedof RAUM
- Institutional
- 12%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%derivedbetween the last two annual amendments
- Advisor growth, one year
- -17%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.4%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
- Wrap fee program
- $307MreportedItem 5.I
- Custody
- $77.1M, 119 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$343M77%
- Pension and profit-sharing plans$51.6M12%
- Individuals$38.9M8.8%
- Corporations and businesses$10.8M2.4%
- Individual clients
- 187reported
- HNW clients
- 184reported
- Pension plan clients
- 25reported
- Charitable clients
- n/areported
- Accounts
- 1,590reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $77.1M for 119 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.86 fund_share=0.0 institutional_share=0.12 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J••••• A•••••• O••••••Certified Financial Planner | Beverly Hills, Ca | May 9, 2018 | 23 y | 1 |
| C••• J••• O••••• | Beverly Hills, Ca | Jun 28, 2019 | 12 y | 0 |
| C•••• A•••••• O••••••Certified Financial Planner | Beverly Hills, Ca | Aug 12, 2019 | 13 y | 0 |
| J•••• C•••••• M•••••• | Beverly Hills, Ca | Oct 9, 2020 | 11 y | 0 |
| S••••• L•••••••• | Beverly Hills, Ca | Sep 2, 2022 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- J••••• A•••••• O•••••• from V••• F•••••••• A•••••••• I•••May 9, 2018 · Affiliated broker-dealer or bank to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- O••••••• J•• · President And Chief Compliance Officercontrolsince 05/2018 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Beverly Hills, Ca · principal | 5 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Westlake Village, CA1 employees
What changed
consecutive filings, newest first
- Accounts · 1,472 to 1,590Mar 19, 2025 to Mar 30, 2026
- Advisory employees · 6 to 5Mar 19, 2025 to Mar 30, 2026
- Corporate clients · 9 to 14Mar 19, 2025 to Mar 30, 2026
- HNW clients · 155 to 184Mar 19, 2025 to Mar 30, 2026
- Individual clients · 197 to 187Mar 19, 2025 to Mar 30, 2026
- Pension plan clients · 23 to 25Mar 19, 2025 to Mar 30, 2026
- Assets in custody · $74.8M to $77.1MMar 19, 2025 to Mar 30, 2026
- Employees · 6 to 5Mar 19, 2025 to Mar 30, 2026
- State-registered IARs · 6 to 5Mar 19, 2025 to Mar 30, 2026
- Discretionary RAUM · $338M to $396MMar 19, 2025 to Mar 30, 2026
- HNW RAUM · $279M to $343MMar 19, 2025 to Mar 30, 2026
- Individual RAUM · $43.9M to $38.9MMar 19, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $32.1M to $48.2MMar 19, 2025 to Mar 30, 2026
- Pension RAUM · $35.1M to $51.6MMar 19, 2025 to Mar 30, 2026
- RAUM · $370M to $444MMar 19, 2025 to Mar 30, 2026
- Accounts · 1,417 to 1,472Jul 1, 2024 to Mar 19, 2025
- Corporate clients · unset to 9.0Jul 1, 2024 to Mar 19, 2025
- HNW clients · 160 to 155Jul 1, 2024 to Mar 19, 2025
- Individual clients · 205 to 197Jul 1, 2024 to Mar 19, 2025
- Pension plan clients · unset to 23.0Jul 1, 2024 to Mar 19, 2025
- Assets in custody · $47.8M to $74.8MJul 1, 2024 to Mar 19, 2025
- Financial planning clients · 0 to 101-250Jul 1, 2024 to Mar 19, 2025
- Other offices · 1 to 0Jul 1, 2024 to Mar 19, 2025
- Discretionary RAUM · $285M to $338MJul 1, 2024 to Mar 19, 2025
- HNW RAUM · $270M to $279MJul 1, 2024 to Mar 19, 2025
- Individual RAUM · $42.3M to $43.9MJul 1, 2024 to Mar 19, 2025
- Non-discretionary RAUM · $27.2M to $32.1MJul 1, 2024 to Mar 19, 2025
- Pension RAUM · unset to 35095432.0Jul 1, 2024 to Mar 19, 2025
- RAUM · $312M to $370MJul 1, 2024 to Mar 19, 2025
- Accounts · 1,363 to 1,417Mar 15, 2023 to Feb 13, 2024
- HNW clients · 125 to 160Mar 15, 2023 to Feb 13, 2024
- Individual clients · 232 to 205Mar 15, 2023 to Feb 13, 2024
- Assets in custody · $28.7M to $47.8MMar 15, 2023 to Feb 13, 2024
- Other offices · 0 to 1Mar 15, 2023 to Feb 13, 2024
- Discretionary RAUM · $235M to $285MMar 15, 2023 to Feb 13, 2024
- HNW RAUM · $191M to $270MMar 15, 2023 to Feb 13, 2024
- Individual RAUM · $66.5M to $42.3MMar 15, 2023 to Feb 13, 2024
- Non-discretionary RAUM · $22.5M to $27.2MMar 15, 2023 to Feb 13, 2024
- RAUM · $258M to $312MMar 15, 2023 to Feb 13, 2024
- Accounts · 1,238 to 1,363Feb 14, 2022 to Mar 15, 2023
Signals
1 dated events
- O•••••• W••••• M••••••••• I••• filed its initial SEC registration (Form ADV)Apr 6, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/o'boyle-wealth-managementreportedpublic record, Form ADV, Mar 30, 2026
- Website
- O•••••WM.COMreportedpublic record, Form ADV, Mar 30, 2026
- Principal office phone
- 310-601-7075reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $88.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026