Donnelly Wealth Advisors, Inc.
Donnelly Wealth Advisors, Inc. (CRD# 113067) is a financial advisory firm headquartered in San Diego, CA. They manage $319,634,400 in 1,023 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management320MILLION
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Total Number of Accounts1,023ACCOUNTS
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Average Account Value$312,448
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NC, NH, TX, WA
Financial Advisors at Donnelly Wealth Advisors, Inc.
No Advisor Found.
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