O'REILLY WEALTH ADVISORS

O'REILLY WEALTH ADVISORS is an SEC-registered investment adviser (CRD 141789). Regulatory assets under management: $32.8M.

Registration

• CRD: 141789
• Type: Registered investment adviser
• Phone: 760-504-6040
• Latest filing: 2026-02-11
• Regulatory AUM: $32.8M
• Discretionary AUM: $24.4M
• Non-discretionary AUM: $8.4M
• Clients: 1
• Accounts: 57

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141789 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search