DONNELLY WEALTH ADVISORS, INC.
CRD #113067 SEC #801-60531 SAN DIEGO, CA 858-622-9009
SEC Registered
Total AUM
$405.4M
Discretionary
$330.7M
Employees
7
Clients
251
Accounts
368
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $405.4M | $330.7M | $74.7M | 7 | 4 |
| Mar 2017 | $319.6M | $259.3M | $60.4M | 7 | 344 |
| Mar 2016 | $325.2M | $241M | $84.2M | 7 | 315 |
| Feb 2015 | $299.6M | $238.5M | $61.1M | 7 | 300 |
| Mar 2014 | $228.1M | $172.1M | $56M | 7 | 294 |
| Mar 2014 | $208.9M | $162.6M | $46.3M | 5 | 350 |
| Mar 2013 | $208.9M | $162.6M | $46.3M | 5 | 350 |
| Nov 2012 | $195.9M | $151.7M | $44.1M | 5 | 350 |
| Feb 2012 | $195.9M | $151.7M | $44.1M | 1 | 350 |
| Apr 2011 | $175.5M | $145.5M | $29.9M | 5 | -- |
| Jan 2010 | $125.7M | $125.1M | $645K | 5 | -- |
| Nov 2007 | $139M | $131M | $8M | 5 | -- |
| Aug 2007 | $139M | $131M | $8M | 5 | -- |
| Jan 2007 | $139M | $131M | $8M | 5 | -- |
| Dec 2005 | $131M | $131M | $0 | 5 | -- |
| Sep 2005 | $131M | $131M | $0 | 5 | -- |
| Dec 2004 | $101M | $86M | $15M | 5 | -- |
| Aug 2001 | $86M | $47M | $39M | 5 | -- |
DateMar 2018
Total AUM$405.4M
Discretionary$330.7M
Non-Disc.$74.7M
Employees7
Clients4
DateMar 2017
Total AUM$319.6M
Discretionary$259.3M
Non-Disc.$60.4M
Employees7
Clients344
DateMar 2016
Total AUM$325.2M
Discretionary$241M
Non-Disc.$84.2M
Employees7
Clients315
DateFeb 2015
Total AUM$299.6M
Discretionary$238.5M
Non-Disc.$61.1M
Employees7
Clients300
DateMar 2014
Total AUM$228.1M
Discretionary$172.1M
Non-Disc.$56M
Employees7
Clients294
DateMar 2014
Total AUM$208.9M
Discretionary$162.6M
Non-Disc.$46.3M
Employees5
Clients350
DateMar 2013
Total AUM$208.9M
Discretionary$162.6M
Non-Disc.$46.3M
Employees5
Clients350
DateNov 2012
Total AUM$195.9M
Discretionary$151.7M
Non-Disc.$44.1M
Employees5
Clients350
DateFeb 2012
Total AUM$195.9M
Discretionary$151.7M
Non-Disc.$44.1M
Employees1
Clients350
DateApr 2011
Total AUM$175.5M
Discretionary$145.5M
Non-Disc.$29.9M
Employees5
Clients--
DateJan 2010
Total AUM$125.7M
Discretionary$125.1M
Non-Disc.$645K
Employees5
Clients--
DateNov 2007
Total AUM$139M
Discretionary$131M
Non-Disc.$8M
Employees5
Clients--
DateAug 2007
Total AUM$139M
Discretionary$131M
Non-Disc.$8M
Employees5
Clients--
DateJan 2007
Total AUM$139M
Discretionary$131M
Non-Disc.$8M
Employees5
Clients--
DateDec 2005
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees5
Clients--
DateDec 2004
Total AUM$101M
Discretionary$86M
Non-Disc.$15M
Employees5
Clients--
DateAug 2001
Total AUM$86M
Discretionary$47M
Non-Disc.$39M
Employees5
Clients--