O'BRIEN WEALTH PARTNERS LLC

WALTHAM, Massachusetts·10 registered advisors·CRD# 105336
SEC# 801-312010617-547-6717
01

Firm Overview

AUM
$962M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at O'BRIEN WEALTH PARTNERS LLC

10 registered advisors
Arthur Marc O'brien
BOSTON, Massachusetts
Brian Harlan Waldner
BOSTON, Massachusetts
Cynthia A Kuppens
BOSTON, Massachusetts
Edward Louis Martin
CAMBRIDGE, Massachusetts
Elisabeth Meltzer Zimmerman
WALTHAM, Massachusetts
Jill Ann Fopiano
WALTHAM, Massachusetts
Mary Jo English
CAMBRIDGE, Massachusetts
Peter Hugh Berenson
WALTHAM, Massachusetts
Richard Arthur Davies
WALTHAM, Massachusetts
Sally Jane O'brien
BOSTON, Massachusetts
05

Office Locations

BOSTON, Massachusetts
4 advisors
WALTHAM, Massachusetts
4 advisors
CAMBRIDGE, Massachusetts
2 advisors

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Data sourced from SEC Form ADV filings. O'BRIEN WEALTH PARTNERS LLC (CRD# 105336) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.