O'reilly Wealth Advisors

O'reilly Wealth Advisors (CRD# 141789) is a financial advisory firm headquartered in Carlsbad, CA. They manage $26,000,000 in 68 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $382,353
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at O'reilly Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
John J. O'Reilly
CRD#: 5212515
Carlsbad, CA

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.

 

 

 

 

2
Deanna L. Heitschmidt
CRD#: 7277656
San Marcos, CA

Deanna Heitschmidt (CRD# 7277656) is an Investment Advisor Representative working at O'reilly Wealth Advisors in San Marcos, CA and has 1 year of experience in the finance industry.

3
Kathleen I. Perreault
CRD#: 7275654
5617 Paseo Del Norte, Suite 200, Carlsbad, CA 92008

Kathleen Perreault (CRD# 7275654) is an Investment Advisor Representative working at O'reilly Wealth Advisors in Carlsbad, CA and has 1 year of experience in the finance industry.

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