Donnelly Wealth Advisors Review

Trust Score 96%
Trust Score info_outline

Last updated: August 11th, 2019. Data source: SEC filings.

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Donnelly Wealth Advisors, federally registered in 2001, is a Registered Investment Advisor (RIA) in 0 (unknown) state(s) with a licensed staff of 4 advisors. Donnelly Wealth Advisors manages $405.4 million and provides investment advisory services for 355 clients (1:89 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $1,141,960
Hybrid Advisor No
Disciplinary History No
Total AUM $405.4 million
Advisor / Client Ratio 1:89
Headquarters San Diego, CA
SEC Filings Forms and Brochures    (CRD # 113067)
State(s) Registered

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