O'Brien Wealth Partners

Finance · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

51 Sawyer Rd Ste 600, Waltham, Massachus...

Phone Number

(617) 547-6717

Revenue

$8.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About O'Brien Wealth Partners

OBrien Wealth Partners is a boutique, fee-only financial advisory firm dedicated to guiding clients toward holistic financial wellbeing. Beyond managing wealth, the firm focuses on understanding clients values and life goals, creating personalized financial roadmaps, and fostering lasting relationships. With a commitment to fiduciary responsibility, diversity, and client-centered service, OBrien Wealth Partners helps individuals and families achieve financial security and a more fulfilling life.Explore more
O'Brien Wealth Partners's Social MediaPopular SearchesO'brien Wealth Partners LLCO'Brien Wealth PartnersObrien Partners LLCO'Brien Management IncO'brien ManagementSIC Code 62,628NAICS Code 52,523Show more

O'Brien Wealth Partners Org Chart

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KM
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Vice President, Operations

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CK
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Senior Vice President, Principal

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KD
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Vice President, Marketing & Sales

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Support Advisor

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Compare Similar Companies to O'Brien Wealth Partners

Compare insights from companies similar to O'Brien Wealth Partners, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

O'Brien Wealth Partners

$8.2M
11-50
Private
-
1986
KM
Kari MeklerVice President, Operations
$5.5M
1-10
Private
-
1980
JB
Julie BrayCertified Financial Planner & Professional
$5.1M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
1962
JW
James WolfsbergSenior Vice President
<$5M
1-10
Private
-
2012
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

O'Brien Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

O'Brien Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about O'Brien Wealth Partners.

O'Brien Wealth Partners Tech Stack

A closer look at the technologies used by O'Brien Wealth Partners

O'Brien Wealth Partners News & Media

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Frequently Asked Questions Regarding O'Brien Wealth Partners

What is O'Brien Wealth Partners's official website?
O'Brien Wealth Partners's official website is www.obrienwp.com
What is O'Brien Wealth Partners's Revenue?
O'Brien Wealth Partners's revenue is $8.2 Million
What is O'Brien Wealth Partners's SIC code?
O'Brien Wealth Partners's SIC: 62,628
What is O'Brien Wealth Partners's NAICS code?
O'Brien Wealth Partners's NAICS: 52,523
How many employees does O'Brien Wealth Partners have?
O'Brien Wealth Partners has 11-50 employees
What industry does O'Brien Wealth Partners belong to?
O'Brien Wealth Partners is in the industry of: Finance, Securities Trading
What is O'Brien Wealth Partners competition?
O'Brien Wealth Partners top competitors include: Bristol Wealth Group, Burnette Financial Planning, Lawrence Russell, Sierra Pacific Financial Advisors
What companies has O'Brien Wealth Partners acquired?
O'Brien Wealth Partners has acquired the companies: Benemark, Waypoint Capital Advisors, O'Brien Wealth Partners, Kenjol Capital Management
What technology does O'Brien Wealth Partners use?
Some of the popular technologies that O'Brien Wealth Partners uses are: goo.gl, Cloudflare Rocket Loader, WordPress.org, reCAPTCHA
How do I contact O'Brien Wealth Partners?
O'Brien Wealth Partners contact info: Phone number: (617) 547-6717 Website: www.obrienwp.com
What does O'Brien Wealth Partners do?

OBrien Wealth Partners is a boutique, fee-only financial advisory firm dedicated to guiding clients toward holistic financial wellbeing. Beyond managing wealth, the firm focuses on understanding clients values and life goals, creating personalized financial roadmaps, and fostering lasting relationships. With a commitment to fiduciary responsibility... , diversity, and client-centered service, OBrien Wealth Partners helps individuals and families achieve financial security and a more fulfilling life.Read More

What are O'Brien Wealth Partners social media links?
O'Brien Wealth Partners Linkedin page O'Brien Wealth Partners Facebook page
Is O'Brien Wealth Partners a public company?
O'Brien Wealth Partners is private company therefore does not currently have an official ticker symbol
See more information about O'Brien Wealth Partners

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