RIA Intel›Advisers›Georgia›C.W. O'CONNER WEALTH ADVISORS, INC.

C.W. O'CONNER WEALTH ADVISORS, INC.

Advisory

N·DULUTH, GA

Data as of Feb 18, 2026 · Source: SEC Form ADV

Total AUM

$265M

1-Year AUM Growth

-5.4%

3-Year CAGR

-0.3%

Employees

2

Assets Under Management

Total AUM$265M

Discretionary AUM$251M

Non-Discretionary AUM$13M

Discretionary %95%

Total Clients104

Team

Total Employees2

Investment Advisers3

Employee Growth (1Y)+50.0%

Filing History

Total Filings on Record45

First FilingJan 18, 2006

Latest FilingFeb 18, 2026

🔒 Full AUM trend chart and 45 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on C.W. O'CONNER WEALTH ADVISORS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.