LALLY WEALTH MANAGEMENT, LLC

LALLY WEALTH MANAGEMENT, LLC of NORTH KINGSTOWN, RI is an SEC-registered investment adviser (CRD 164259).

Registration

• CRD: 164259
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164259 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search