Christopher Patrick De lorimier
Investment adviser representative at O'connor Wealth Management, Inc.
12 yearsExperience
2 statesRegistered in
$179.1MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- O'connor Wealth Management, Inc.Jan 2014 to now
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
O'connor Wealth Management, Inc.
$179.1MAssets managed
221Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5559654
- Firm CRD
- 152316