O'REILLY WEALTH ADVISORS

O'REILLY WEALTH ADVISORS LLC

CRD 141789

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$32.8M

Discretionary AUM

$24.4M

Team

1 total employees; 1 advisory reps; 12 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-11

Disciplinary history

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Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	40	$13.4M
High net worth individuals	5	$11.0M
Corporations/business entities	10	$8.4M

All web addresses on file

Official SEC filing: View on IAPD