O'Brien Wealth Partners LLC
Legal Name: O'BRIEN WEALTH PARTNERS LLC
Full Contact Details
Other Info
O'Brien Wealth Partners LLC is legally known as O'BRIEN WEALTH PARTNERS LLC. It is a MA Limited Liability Company. This firm has 10 employees, of which 6 are employees in advisory roles. It serves 4 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Dec 31, 1987.
Direct Owners
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CYNTHIA A KUPPENS
CFP, PRINCIPAL, DIRECTOR OF CLIENT SOLUTIONS owns more than 5% but less than 10%
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ELISABETH MELTZER ZIMMERMAN
CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING owns more than 5% but less than 10%
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JILL ANN FOPIANO
CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER owns more than 50% but less than 75%
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PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST
MEMBER owns more than 10% but less than 25%
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PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST
MEMBER owns more than 10% but less than 25%
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RICHARD ARTHUR DAVIES
CFP, CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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PETER HUGH BERENSON
TRUSTEE
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PETER HUGH BERENSON
TRUSTEE
Firms Located Nearby
Top Holdings
- ISHARES TR MIN VOL EAFE ETF $44,417k
- VANGUARD INDEX FDS TOTAL STK MKT $31,260k
- ISHARES RUS $16,083k
- ISHARES TR RUS 1000 GRW ETF $13,514k
- VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $3,630k
- ISHARES TR $3,404k
- ISHARES $2,669k
- VANGUARD INDEX FDS SM CP VAL ETF $2,636k
- MCDONALDS CORP $2,243k
- NORFOLK SOUTHERN $1,890k