O'reilly Wealth Advisors
O'reilly Wealth Advisors (CRD# 141789) is a financial advisory firm headquartered in Carlsbad, CA. They manage $12,000,000 in 23 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management12MILLION
Total Number of Accounts23ACCOUNTS
Average Account Value$521,739
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
John O'Reilly (CRD# 5212515) is the owner and founder of the registrered investment advisory firm O'Reilly Wealth Advisors LLC (OWA) in Carlsbad, CA and has over 9 years of experience in the financial services industry.
The firm provides holistic financial planning advice and assistance with executing the advice. John designed the firm from the ground up to give clients the highest probability of achieving their tangible financial goals.
John conducts regular meetings with a third party CFP and the clients' own CPA collaboratively developing the advice which then contains the collective wisdom of three independent experts.
OWA utilizes the concepts of evidence-based investing utlizing primarily DFA funds.
OWA will provide investing-only if desired without planning.
The firm also provides 401(k) services, utilizing the ERISA Section 3(38) advisor model that comes with investment advice at the plan sponsor and participant levels.
Benjamin Talley (CRD# 6438660) is an Investment Advisor Representative working at O'reilly Wealth Advisors in Carlsbad, CA and has 1 year of experience in the finance industry.