firm profile
C.W. O'Conner Wealth Advisors, Inc.
Overview
C.W. O'Conner Wealth Advisors, Inc. is an SEC registered investment adviser based in Duluth, GA, registered since 2006. It reports $265M in assets under management across 464 accounts, with 3 employees. It has 3 investment adviser representatives.
- Reported AUM
- $265M
- Discretionary
- 95%
- Accounts
- 464
- Average account
- $57K
- Employees
- 3
- Advisory reps
- 3
- Registered since
- 2006
- Jurisdictions
- 2
As reported in the firm's February 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets
Executive officers 1 of 1
- Clifford Walter O'Conner President, Chief Compliance Officer CRD 2192846
Advisory reps 3 of 3
- Kassia Lynn Jezak Investment Adviser Rep CRD 7716976
- Clifford Walter O'Conner Investment Adviser Rep CRD 2192846
- Kevin Elias O'Conner Investment Adviser Rep CRD 7747193
Location
- Headquarters
- 3175 Satellite Blvd Ste 110
Duluth, GA 30096 - County
- Gwinnett
- Metro area
- Atlanta-Sandy Springs-Alpharetta, GA
- Region
- South
Registrations
- SEC registered
- Registered in 2 jurisdictions
- Website: cwoconner.com
Every state, with registration dates
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