OBRIEN WEALTH PARTNERS LLC

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Obrien Wealth Partners is based out of Boston. Obrien Wealth Partners is a large advisory firm with 454 clients and discretionary assets under management (AUM) of $570,939,231 (Form ADV from 2019-06-14). Their last reported 13F filing for Q3 2019 included $127,327,000 in managed 13F securities and a top 10 holdings concentration of 89.31%. Obrien Wealth Partners's largest holding is iShares Edge MSCI Min Vol EAFE ETF with shares held of 620,255. Obrien Wealth Partners has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 17 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $127.327 Million
  • Prior Market Value $136.709 Million
  • New Purchases3 stocks
  • Additional Purchases8 stocks
  • Sold out of5 stocks
  • Reduced holdings in17 stocks
  • Top 10 Holdings % 89.31 %
  • Turnover % [1]:22.22%
  • Turnover Alt % [2]: 8.78 %
  • Time Held Top20:7.05 quarters
  • Time Held Top10:7.80 quarters
  • Time Held All:9.81 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -1.4%
Performance Last 4 Quarters: -1.21%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR/A (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

O'BRIEN WEALTH PARTNERS LLC
177 HUNTINGTON AVE. SUITE 2010
BOSTON MA    02115
Country: United States

Business Phone: [617] 547-6717
Fax: [617] 547-9516
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MA
Number of employees: 10
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges
Amount of client funds and securities: 185,063,000
Total Number of Clients: 454
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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O'BRIEN WEALTH PARTNERS LLC

ownership team - last updated 2019-06-14
Name Title Start Date Direct/Indirect % Ownership
KUPPENS, CYNTHIA, A CFP, PRINCIPAL, DIRECTOR OF CLIENT SOLUTIONS 03/01/2006 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
O'BRIEN WEALTH PARTNERS LLC CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & SERVICES direct 2006-03-01
OBRIEN MANAGEMENT INC SENIOR VICE PRESIDENT, MARKETING & CLIENT SERVICES direct 2006-03-01
O'BRIEN WEALTH PARTNERS LLC CFP, PRINCIPAL, DIRECTOR OF CLIENT SOLUTIONS, CCO direct 2006-03-01
O'BRIEN MANAGEMENT, LLC CFP, SENIOR VICE PRESIDENT, MARKETING & CLIENT SERVICES direct 2006-03-01
O'BRIEN WEALTH PARTNERS LLC CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & SERVICES, CCO direct 2006-03-01
FOPIANO, JILL, ANN CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER 09/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
O'BRIEN MANAGEMENT, LLC SENIOR VICE PRESIDENT, STRATEGY & DEVELOPMENT direct 2012-09-01
O'BRIEN WEALTH PARTNERS LLC PRESIDENT, CFA, CFP direct 2012-09-01
O'BRIEN MANAGEMENT, LLC CFA, CFP, SENIOR VICE PRESIDENT, STRATEGY & DEVELOPMENT direct 2012-09-01
O'BRIEN WEALTH PARTNERS LLC CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER direct 2012-09-01
ZIMMERMAN, ELISABETH, MELTZER CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING 05/01/1989 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
O'BRIEN MANAGEMENT, LLC VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING direct 1989-05-01
O'BRIEN WEALTH PARTNERS LLC CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING direct 1989-05-01
O'BRIEN MANAGEMENT, LLC CFP, VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING direct 1989-05-01
O'BRIEN WEALTH PARTNERS LLC CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING direct 1989-05-01
PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST MEMBER 11/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
O'BRIEN WEALTH PARTNERS LLC TRUSTEE direct 2016-11-01
PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST MEMBER 11/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
O'BRIEN WEALTH PARTNERS LLC TRUSTEE direct 2016-11-01
DAVIES, RICHARD, ARTHUR CFP, CHIEF COMPLIANCE OFFICER 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
O'BRIEN WEALTH PARTNERS LLC CFP, CHIEF COMPLIANCE OFFICER direct 2019-02-01
BERENSON, PETER, HUGH TRUSTEE PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST 07/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
O'BRIEN WEALTH PARTNERS LLC TRUSTEE indirect 2016-07-01
O'BRIEN WEALTH PARTNERS LLC TRUSTEE indirect 2016-07-01
BERENSON, PETER, HUGH TRUSTEE PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST 07/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
O'BRIEN WEALTH PARTNERS LLC TRUSTEE indirect 2016-07-01
O'BRIEN WEALTH PARTNERS LLC TRUSTEE indirect 2016-07-01

O'BRIEN WEALTH PARTNERS LLC

ownership team - last updated 2019-02-13
Name Title Start Date Direct/Indirect % Ownership
KUPPENS, CYNTHIA, A CFP, PRINCIPAL, DIRECTOR OF CLIENT SOLUTIONS 03/01/2006 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
O'BRIEN WEALTH PARTNERS LLC CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & SERVICES direct 2006-03-01
OBRIEN MANAGEMENT INC SENIOR VICE PRESIDENT, MARKETING & CLIENT SERVICES direct 2006-03-01
O'BRIEN WEALTH PARTNERS LLC CFP, PRINCIPAL, DIRECTOR OF CLIENT SOLUTIONS, CCO direct 2006-03-01
O'BRIEN MANAGEMENT, LLC CFP, SENIOR VICE PRESIDENT, MARKETING & CLIENT SERVICES direct 2006-03-01
O'BRIEN WEALTH PARTNERS LLC CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & SERVICES, CCO direct 2006-03-01
FOPIANO, JILL, ANN CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER 09/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
O'BRIEN MANAGEMENT, LLC SENIOR VICE PRESIDENT, STRATEGY & DEVELOPMENT direct 2012-09-01
O'BRIEN WEALTH PARTNERS LLC PRESIDENT, CFA, CFP direct 2012-09-01
O'BRIEN MANAGEMENT, LLC CFA, CFP, SENIOR VICE PRESIDENT, STRATEGY & DEVELOPMENT direct 2012-09-01
O'BRIEN WEALTH PARTNERS LLC CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER direct 2012-09-01
ZIMMERMAN, ELISABETH, MELTZER CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING 05/01/1989 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
O'BRIEN MANAGEMENT, LLC VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING direct 1989-05-01
O'BRIEN WEALTH PARTNERS LLC CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING direct 1989-05-01
O'BRIEN MANAGEMENT, LLC CFP, VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING direct 1989-05-01
O'BRIEN WEALTH PARTNERS LLC CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING direct 1989-05-01
PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST MEMBER 11/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
O'BRIEN WEALTH PARTNERS LLC TRUSTEE direct 2016-11-01
PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST MEMBER 11/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
O'BRIEN WEALTH PARTNERS LLC TRUSTEE direct 2016-11-01
DAVIES, RICHARD, ARTHUR CFP, CHIEF COMPLIANCE OFFICER 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
O'BRIEN WEALTH PARTNERS LLC CFP, CHIEF COMPLIANCE OFFICER direct 2019-02-01
BERENSON, PETER, HUGH TRUSTEE PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST 07/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
O'BRIEN WEALTH PARTNERS LLC TRUSTEE indirect 2016-07-01
O'BRIEN WEALTH PARTNERS LLC TRUSTEE indirect 2016-07-01
BERENSON, PETER, HUGH TRUSTEE PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST 07/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
O'BRIEN WEALTH PARTNERS LLC TRUSTEE indirect 2016-07-01
O'BRIEN WEALTH PARTNERS LLC TRUSTEE indirect 2016-07-01

O'BRIEN WEALTH PARTNERS LLC

ownership team - last updated 2018-12-12
Name Title Start Date Direct/Indirect % Ownership
KUPPENS, CYNTHIA, A CFP, PRINCIPAL, DIRECTOR OF CLIENT SOLUTIONS, CCO 03/01/2006 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
O'BRIEN WEALTH PARTNERS LLC CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & SERVICES direct 2006-03-01
OBRIEN MANAGEMENT INC SENIOR VICE PRESIDENT, MARKETING & CLIENT SERVICES direct 2006-03-01
O'BRIEN WEALTH PARTNERS LLC CFP, PRINCIPAL, DIRECTOR OF CLIENT SOLUTIONS, CCO direct 2006-03-01
O'BRIEN MANAGEMENT, LLC CFP, SENIOR VICE PRESIDENT, MARKETING & CLIENT SERVICES direct 2006-03-01
O'BRIEN WEALTH PARTNERS LLC CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & SERVICES, CCO direct 2006-03-01
FOPIANO, JILL, ANN CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER 09/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
O'BRIEN MANAGEMENT, LLC SENIOR VICE PRESIDENT, STRATEGY & DEVELOPMENT direct 2012-09-01
O'BRIEN WEALTH PARTNERS LLC PRESIDENT, CFA, CFP direct 2012-09-01
O'BRIEN MANAGEMENT, LLC CFA, CFP, SENIOR VICE PRESIDENT, STRATEGY & DEVELOPMENT direct 2012-09-01
O'BRIEN WEALTH PARTNERS LLC CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER direct 2012-09-01
ZIMMERMAN, ELISABETH, MELTZER CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING 05/01/1989 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
O'BRIEN MANAGEMENT, LLC VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING direct 1989-05-01
O'BRIEN WEALTH PARTNERS LLC CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING direct 1989-05-01
O'BRIEN MANAGEMENT, LLC CFP, VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING direct 1989-05-01
O'BRIEN WEALTH PARTNERS LLC CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING direct 1989-05-01
PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST TRUSTEE 11/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
O'BRIEN WEALTH PARTNERS LLC TRUSTEE direct 2016-11-01
PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST TRUSTEE 11/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
O'BRIEN WEALTH PARTNERS LLC TRUSTEE direct 2016-11-01

O'BRIEN WEALTH PARTNERS LLC

ownership team - last updated 2017-03-27
Name Title Start Date Direct/Indirect % Ownership
KUPPENS, CYNTHIA, A CFP, PRINCIPAL, DIRECTOR OF CLIENT SOLUTIONS, CCO 03/01/2006 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
O'BRIEN WEALTH PARTNERS LLC CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & SERVICES direct 2006-03-01
OBRIEN MANAGEMENT INC SENIOR VICE PRESIDENT, MARKETING & CLIENT SERVICES direct 2006-03-01
O'BRIEN WEALTH PARTNERS LLC CFP, PRINCIPAL, DIRECTOR OF CLIENT SOLUTIONS, CCO direct 2006-03-01
O'BRIEN MANAGEMENT, LLC CFP, SENIOR VICE PRESIDENT, MARKETING & CLIENT SERVICES direct 2006-03-01
O'BRIEN WEALTH PARTNERS LLC CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & SERVICES, CCO direct 2006-03-01
FOPIANO, JILL, ANN CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER 09/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
O'BRIEN MANAGEMENT, LLC SENIOR VICE PRESIDENT, STRATEGY & DEVELOPMENT direct 2012-09-01
O'BRIEN WEALTH PARTNERS LLC PRESIDENT, CFA, CFP direct 2012-09-01
O'BRIEN MANAGEMENT, LLC CFA, CFP, SENIOR VICE PRESIDENT, STRATEGY & DEVELOPMENT direct 2012-09-01
O'BRIEN WEALTH PARTNERS LLC CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER direct 2012-09-01
ZIMMERMAN, ELISABETH, MELTZER CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING 05/01/1989 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
O'BRIEN MANAGEMENT, LLC VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING direct 1989-05-01
O'BRIEN WEALTH PARTNERS LLC CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING direct 1989-05-01
O'BRIEN MANAGEMENT, LLC CFP, VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING direct 1989-05-01
O'BRIEN WEALTH PARTNERS LLC CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING direct 1989-05-01
PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST TRUSTEE 11/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
O'BRIEN WEALTH PARTNERS LLC TRUSTEE direct 2016-11-01
PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST TRUSTEE 11/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
O'BRIEN WEALTH PARTNERS LLC TRUSTEE direct 2016-11-01

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