O'BRIEN WEALTH PARTNERS LLC
Latest filing: Mar 12, 2025 (101 days ago)
AUM
$1,109,353,637
15% change vs. 1 year ago
17% change vs. 3 years ago
58% change vs. 5 years ago
146% change vs. 10 years ago
Employee Count
14
-7% change vs. 1 year ago
8% change vs. 3 years ago
0% change vs. 5 years ago
27% change vs. 10 years ago
Main Office
WALTHAM, MA
51 SAWYER ROAD, WALTHAM, MA, UNITED STATES, 02453
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.1 |
| Non-Discretionary | $0.0 |
| Total | $1.1 |
| Client | AUM |
|---|---|
| Retail | $1.1 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $1.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 227 | $0.1 |
| Average Individual AUM | $430,283 | |
| HNW | 283 | $1.0 |
| Average HNW AUM | $3,458,201 | |
| Retail Total | 510 | $1.1 |
| Average Retail AUM | $2,110,480 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.9 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.1 |
| Retail SMA AUM | $1.1 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 6% | $0.1 |
| Equity Non-Exch | 1% | $0.0 |
| Govt Agency | 4% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 1% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 85% | $0.9 |
| Other Pools | 1% | $0.0 |
| Cash | 3% | $0.0 |
| Other | 1% | $0.0 |
| Total | 104% | $1.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
7 active
| Name | Title |
|---|---|
| FOPIANO, JILL, ANN | CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER |
| ZIMMERMAN, ELISABETH, MELTZER | CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING |
| BERENSON, PETER, HUGH | TRUSTEE, TRUSTEE |
| DAVIES, RICHARD, ARTHUR | PARTNER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
12 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JILL FOPIANO | WALTHAM | MA | S63|1993-10-15|S66|2005-03-02 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST | |||||
| LAUREN HIGGINS | WALTHAM | MA | CERTIFIED FINANCIAL PLANNER | ||||||
| AUDREY KEOHANE | WALTHAM | MA | CERTIFIED FINANCIAL PLANNER | ||||||
| ADELAIDE MAGEE | WALTHAM | MA | S65|2022-12-02 | ||||||
| AUSTIN LITVAK | WALTHAM | MA | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST | ||||||
| RICHARD DAVIES | WALTHAM | MA | S65|2015-09-11 | CERTIFIED FINANCIAL PLANNER | |||||
| JONATHAN SMITH | WALTHAM | MA | S65|2020-08-05 | ||||||
| TIMOTHY PILCZAK | WALTHAM | MA | S66|2013-01-14 | CERTIFIED FINANCIAL PLANNER | |||||
| QING YANG | WALTHAM | MA | S66|2013-05-10 | CHARTERED FINANCIAL ANALYST | |||||
| PATRICK MURRAY | WALTHAM | MA | CERTIFIED FINANCIAL PLANNER | ||||||
| LEAH MCCORMACK | WALTHAM | MA | S63|2017-09-25 | CERTIFIED FINANCIAL PLANNER | |||||
| ELISABETH ZIMMERMAN | WALTHAM | MA | S63|1987-03-09 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $1.1 | $0.0 | 0% | 14 | 0 | 0% |
| 2025-04-21 | $1.1 | $0.0 | 0% | 14 | 0 | 0% |
| 2024-04-02 | $1.0 | $0.1 | 15% | 15 | -1 | -7% |
| 2023-04-04 | $0.8 | $0.3 | 33% | 15 | -1 | -7% |
| 2022-04-01 | $0.9 | $0.2 | 17% | 13 | 1 | 8% |
| 2021-04-05 | $0.8 | $0.3 | 35% | 15 | -1 | -7% |
| 2020-04-01 | $0.7 | $0.4 | 58% | 14 | 0 | 0% |
| 2019-04-01 | $0.6 | $0.5 | 94% | 10 | 4 | 40% |
| 2018-04-02 | $0.6 | $0.5 | 91% | 10 | 4 | 40% |
| 2017-04-01 | $0.5 | $0.6 | 118% | 9 | 5 | 56% |
| 2016-04-01 | $0.5 | $0.6 | 125% | 12 | 2 | 17% |
| 2015-04-01 | $0.5 | $0.7 | 146% | 11 | 3 | 27% |
| 2014-04-01 | $0.4 | $0.7 | 149% | 10 | 4 | 40% |
| 2013-04-01 | $0.4 | $0.7 | 204% | 11 | 3 | 27% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MA, CA-03/14/2006, CO-12/12/2018, CT-06/14/2019, DC-03/20/2015, FL-03/20/2008, MA-06/29/1994, ME-03/20/2015, NC-03/24/2010, NH-03/13/2002, NM-06/14/2019, NY-03/23/2004, OH-09/23/2020, PA-03/31/2014, RI-04/14/2020, TX-03/24/2011, VA-02/19/2009, VT-03/31/2014 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING MANAGER SELECTION NEWSLETTERS EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV