DONNELLY WEALTH ADVISORS, INC.

DONNELLY WEALTH ADVISORS, INC. of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 113067). Regulatory assets under management: $405.4M.

Registration

• CRD: 113067
• SEC file number: 801-60531
• Type: Registered investment adviser
• Location: 5151 SHOREHAM PLACE, SUITE 270, SAN DIEGO, CA, 92122
• Phone: 858-622-9009
• Latest filing: 2018-03-15
• Regulatory AUM: $405.4M
• Discretionary AUM: $330.7M
• Non-discretionary AUM: $74.7M
• Clients: 7
• Accounts: 368

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• CRD 113067 on SEC IAPD (source of record)
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