O'Brien Wealth Partners is an investment advisor in Waltham with $833.90 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
943459510
SEC advisor number
801-31201
FINRA CRD number
105336
AUM ?
$962.19 mm
(as of 20 Jun 24)
Accounts
2,054
(as of 20 Jun 24)
Employees
15
(12 investment advisory or research)
Address
O'Brien Wealth Partners
177 HUNTINGTON AVE.
SUITE 2010
BOSTON
MA 02115
177 HUNTINGTON AVE.
SUITE 2010
BOSTON
MA 02115
Phone
617-547-6717
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Jul 24
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22