This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-12-2006
- Office Locations
- 1
Office Locations
About O'reilly Wealth Advisors
O'Reilly Wealth Advisors provides evidence-based wealth management for individuals, professionals, business owners and families, pairing financial planning with collaboration from independent experts and tax professionals. The firm builds globally diversified, ETF-centric portfolios and uses coaching-driven reviews to support implementation. Also delivers fiduciary oversight for small/mid-sized employer 401(k) plans, including aggregation 401(k) structures, on Charles Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOHN JOSEPH O'REILLY
Managing Member
- CRD
- #5212515
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,400,000 | -- |
| Non-Discretionary | $8,400,000 | -- |
| Total | $32,800,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $32,800,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,598,054,589 | 71.9% |
| Public Funds | $1,797,014,381 | 28.1% |
| Total | $6,395,068,970 | 100.0% |