O'brien Wealth Partners Llc

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Description

  • Established in 1986 and located in Boston, MA, OBrien Wealth Partners, a S.E.C. Registered Investment Advisor, is a fee-only wealth management firm. We provide investment advice and financial planning services to individuals, businesses, endowments and non-profit organizations with investible assets between one and ten million dollars. The firm has $440 million in discretionary assets under management. The growth of our firm is supported by an excellent 29-year investment track record, award-winning client service and a steady stream of client and professional referrals.
  • location

    Headquarters:177 Huntington Avenue Suite 2010, Boston, Massachusetts, United States

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  • O'brien Wealth Partners Llc phone

    Phone Number: +1 617-547-6717

  • O'brien Wealth Partners Llc website

    Website: obrienwp.com

  • O'brien Wealth Partners Llc employees

    Employees:14

  • O'brien Wealth Partners Llc revenue

    Revenue:$1 - 10M

  • O'brien Wealth Partners Llc legal name

    Legal Name:O'brien Wealth Partners Llc

  • O'brien Wealth Partners Llc's Social Media

    O'brien Wealth Partners Llc linkedin
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  • |  NAICS Code: 541611  |

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Person level website identification

Founder for O'brien Wealth Partners Llc

Marc O'brien

Founder

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View Employees

Marc O'brien

Founder

Cindy Kuppens

Senior Vice President, Principal

Austin Litvak

Director Of Investment Research

Frequently Asked Questions regarding O'brien Wealth Partners Llc

  • Where are O'brien Wealth Partners Llc's Headquarters?

    O'brien Wealth Partners Llc's Headquarters are in 177 Huntington Avenue Suite 2010,Boston,Massachusetts,United States

  • What is O'brien Wealth Partners Llc's phone number?

    O'brien Wealth Partners Llc's phone number is +1 617-547-6717

  • What is O'brien Wealth Partners Llc's official website?

    O'brien Wealth Partners Llc's official website is obrienwp.com

  • What is O'brien Wealth Partners Llc's Revenue?

    O'brien Wealth Partners Llc's revenue is $1 - 10M

  • What is O'brien Wealth Partners Llc's NAICS code?

    O'brien Wealth Partners Llc's NAICS code is 541611

  • How many employees are working in O'brien Wealth Partners Llc

    O'brien Wealth Partners Llc has 14 employees

  • What is O'brien Wealth Partners Llc's Industry?

    O'brien Wealth Partners Llc is in the industry of Financial Services

  • Who is O'brien Wealth Partners Llc's Founder?

    O'brien Wealth Partners Llc's Founder is Marc O'brien

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