# O'Boyle Wealth Management, Inc.

> O'Boyle Wealth Management, Inc. is an SEC-registered investment advisory firm in Beverly Hills, CA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 292849
- Filed as: O'BOYLE WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Beverly Hills, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/292849
- AdvisorCensus page: https://advisorcensus.com/firm/o-boyle-wealth-management-inc-beverly-hills-ca-292849

## Quick answers

**How is O'Boyle Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), O'Boyle Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is O'Boyle Wealth Management, Inc. located?**
O'Boyle Wealth Management, Inc.'s principal office is in Beverly Hills, CA, according to its Form ADV.

**Is O'Boyle Wealth Management, Inc. registered with the SEC or a state?**
O'Boyle Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 292849.

**How much does O'Boyle Wealth Management, Inc. manage?**
O'Boyle Wealth Management, Inc. reports $443,932,960 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (89% discretionary).

**How have O'Boyle Wealth Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for O'Boyle Wealth Management, Inc.: Regulatory assets under management: $225,711,103 in the October 2021 data and $443,932,960 in the October 2026 data, up 97%. Total employees: 6 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does O'Boyle Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (187); high net worth individuals (184); pension and profit sharing plans (but not the plan participants or government pension plans) (25).

**Which custodians does O'Boyle Wealth Management, Inc. use?**
O'Boyle Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Capital Client Group, Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does O'Boyle Wealth Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/292849

**What changed in O'Boyle Wealth Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 6 to 5. Regulatory assets under management went from $369,673,447 to $443,932,960 (+20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Capital Client Group, Inc.
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $443,932,960
- Discretionary: $395,724,735
- Non-discretionary: $48,208,225

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 187 | $38,921,018 |
| High net worth individuals | 184 | $342,576,961 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 25 | $51,606,393 |
| Corporations or other businesses not listed above | 14 | $10,828,588 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2018 (8 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oboylewm.com
- LinkedIn @o'boyle-wealth-management
- LinkedIn @cameron-mcclure-cfp®-7b9990106
- LinkedIn @carol-o-boyle-cfp®-35b9a790
- LinkedIn @coboyle
- LinkedIn @joeoboyle

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $225,711,103 | 6 | March 4, 2021 |
| October 2022 | $270,093,908 | 5 | February 14, 2022 |
| October 2023 | $257,868,836 | 6 | March 15, 2023 |
| October 2024 | $312,441,783 | 6 | July 1, 2024 |
| October 2025 | $369,673,447 | 6 | March 19, 2025 |
| October 2026 | $443,932,960 | 5 | March 30, 2026 |

Regulatory assets under management: $225,711,103 in the October 2021 data and $443,932,960 in the October 2026 data, up 97%.
Total employees: 6 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 5.
- Regulatory assets under management went from $369,673,447 to $443,932,960 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. O'Boyle Wealth Management, Inc. (CRD 292849): Form ADV filing data as of October 2026.