← Tributary

O'BRIEN WEALTH PARTNERS LLC

WALTHAM, MA · CRD 105336 · IAPD ↗ · 617-547-6717

$1.11BRegulatory AUM
11Advisory reps
14Employees
0Clients
101-250Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — O'BRIEN WEALTH PARTNERS LLC (WALTHAM, MA) left the SEC roster (was $1.11B RAUM, 11 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
85
April 2025 — O'BRIEN WEALTH PARTNERS LLC crossed $1B in regulatory AUM ($962.2M -> $1.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.