# LALLY WEALTH MANAGEMENT, LLC

LALLY WEALTH MANAGEMENT, LLC of NORTH KINGSTOWN, RI is an SEC-registered investment adviser.

## Registration

- CRD: 164259
- Type: SEC-registered investment adviser
- Location: 70 ROMANO VINEYARD WAY, NORTH KINGSTOWN, RI, 02852
- Phone: 401-398-7171
- Latest filing: 2026-07-02
- Clients: 1

## Business model

- Compensation: Fixed, Other
- Clients served: Individuals, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164259/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164259/similar
- Related entities: https://search.stillhousedata.com/firm/164259/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164259

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
