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  1. Companies/
  2. O'Brien Wealth Partners LLC

Filings through Oct 24, 2026.

O'Brien Wealth Partners LLC

EIN 82-1918987-investment management-Latest filing 2024
Plans
1
Retirement
1
$3.7M assets
Health & Benefits
0
Participants
14
51 SAWYER ROAD, SUITE 600 - WALTHAM, MA 02453617-547-6717obrienwp.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$3.7M - 14 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

O'BRIEN WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN

401(k)

Assets$3.7M
Participants14
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001O'BRIEN WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN401(k)$3.7M142024
  • O'BRIEN WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN$3.7M
    #001 · 401(k) · 202414
Retirement plans
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