O'boyle Wealth Management, Inc.
- Regulatory AUM
- $444M
- Discretionary
- $396M
- Clients
- 410
- Avg AUM / client
- $1.1M
- Accounts
- 1,590
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 187 | $38.9M | 8.77% |
| High net worth individuals | 184 | $343M | 77.2% |
| Pension and profit sharing plans | 25 | $51.6M | 11.6% |
| Corporations and other businesses | 14 | $10.8M | 2.44% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Anthony O'boyle | President And Chief Compliance Officer | CFP | May 2018 (8y) | 75% or more |
| Colm John Oboyle | Registered representative | Jun 2019 (7y) | ||
| Carol Ashling O'boyle | Registered representative | CFP | Aug 2019 (7y) | |
| James Cameron Mc Clure | Registered representative | Oct 2020 (6y) | ||
| Shayan Lankarani | Registered representative | Sep 2022 (4y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 892 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- National Financial Services (Fidelity) $375M (84% of AUM) Mar 2026
- Capital Group $65.2M (15% of AUM) Mar 2026
- American Funds Distributors, Inc. $38.7M (12% of AUM) Feb 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗