CONNOLLY WEALTH MANAGEMENT

CONNOLLY WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 155240). Regulatory assets under management: $316K.

Registration

• CRD: 155240
• Type: Registered investment adviser
• Phone: 512-419-1893
• Latest filing: 2026-06-23
• Regulatory AUM: $316K
• Discretionary AUM: $316K
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155240 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search