Donnelly Wealth Advisors, Inc.

Donnelly Wealth Advisors, Inc. (CRD# 113067) is a financial advisory firm headquartered in San Diego, CA. They manage $325,180,054 in 876 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    325
    MILLION
  • Total Number of Accounts
    876
    ACCOUNTS
  • Average Account Value
    $371,210
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NC, NH, TX, WA

Financial Advisors at Donnelly Wealth Advisors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
G. Bradley D. Owen
CRD#: 4065007
5151 Shoreham Place, Ste 270, San Diego, CA 92122
96
Wealthminder
score

G. Bradley Owen (CRD# 4065007) is an Investment Advisor Representative working at Donnelly Wealth Advisors, Inc. in San Diego, CA and has over 16 years of experience in the finance industry. G. Bradley Owen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Adam N. Werner
CRD#: 5822353
5151 Shoreham Place, Suite 270, San Diego, CA 92122
93
Wealthminder
score

Adam Werner (CRD# 5822353) is an Investment Advisor Representative working at Donnelly Wealth Advisors, Inc. in San Diego, CA and has over 6 years of experience in the finance industry.

3
Garrett N. Carter
CRD#: 6207701
5151 Shoreham Place,, Suite 270, San Diego, CA 92122
89
Wealthminder
score

Garrett Carter (CRD# 6207701) is an Investment Advisor Representative working at Donnelly Wealth Advisors, Inc. in San Diego, CA and has over 3 years of experience in the finance industry.

4
Richard C. Donnelly
CRD#: 728521
5151 Shoreham Place, Suite 270, Suite 270, San Diego, CA 92122
83
Wealthminder
score

Richard Donnelly (CRD# 728521) is an Investment Advisor Representative working at Donnelly Wealth Advisors, Inc. in San Diego, CA and has over 35 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.