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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 16, 2018
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DONNELLY, RICHARD, CLAUDE | I | PRESIDENT | NA | Control |
| DONNELLY, RICHARD, CLAUDE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| DONNELLY, RICHARD, CLAUDE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| DONNELLY, RICHARD, CLAUDE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| DONNELLY, RICHARD, CLAUDE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| DONNELLY, RICHARD, CLAUDE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| DONNELLY, RICHARD, CLAUDE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| DONNELLY, RICHARD, CLAUDE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| DONNELLY, RICHARD, CLAUDE | I | PRESIDENT | E | Control |
| DONNELLY, RICHARD, CLAUDE | I | PRESIDENT | E | Control |
| DONNELLY, RICHARD, CLAUDE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| DONNELLY, RICHARD, CLAUDE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| DONNELLY, RICHARD, CLAUDE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| DONNELLY, RICHARD, CLAUDE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| DONNELLY, RICHARD, CLAUDE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| DONNELLY, RICHARD, CLAUDE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| DONNELLY, RICHARD, CLAUDE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| DONNELLY, RICHARD, CLAUDE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| DONNELLY, RICHARD, CLAUDE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| DONNELLY, RICHARD, CLAUDE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 16, 2018 REGISTERED
Notice Filings (10)
AZ CA NC NE NH NV TN TX UT WA
Address
5151 SHOREHAM PLACESUITE 270
SAN DIEGO, CA 92122
United States
Phone: 858-622-9009