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O'BOYLE WEALTH MANAGEMENT, INC.

BEVERLY HILLS, CA · CRD 292849 · IAPD ↗ · 310-601-7075

$443.9MRegulatory AUM
5Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2025 — O'BOYLE WEALTH MANAGEMENT, INC. reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
March 2024 — O'BOYLE WEALTH MANAGEMENT, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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