C.W. O'CONNER WEALTH ADVISORS, INC.
B57
CRD 125646·SEC 801-66146·DULUTH, GA
AUM
$264.6M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$794K
@ 30% margin
Est. Deal Value
$6.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $230.0M
'21 · $280.0M
'22 · $216.5M
'23 · $242.3M
'25 · $233.4M
'26 · $264.6M
'20'26
$230.0M → $264.6M▲ +15%
Operations
Advisory staff (5-yr trend)
'20 · 1 advisors
'21 · 1 advisors
'22 · 1 advisors
'23 · 1 advisors
'25 · 2 advisors
'26 · 2 advisors
'20'26
1 advisors → 2 advisors▲ +100%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.