DONNELLY WEALTH ADVISORS, INC.
SEC file number 801-60531
· SAN DIEGO, CA
https://donnellygroup.co.uk ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$405.4M
Discretionary AUM
$330.7M
Employees
7
Clients
4
Firm
- Address
- 5151 SHOREHAM PLACE
SAN DIEGO, CA 92122 - Phone
- —
- Website
- https://donnellygroup.co.uk
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- FourStar Wealth Advisors, LLC Medium name-match confidence · CIK 1976124 · IL
- Wealth Advisors Feeder Fund I, L.P. Medium name-match confidence · CIK 1771889 · IL
-
Wealth Advisors Feeder Fund I, L.P. · D/A · Mar 27, 2026
-
FourStar Wealth Advisors, LLC · D · May 14, 2025
-
Wealth Advisors Feeder Fund I, L.P. · D/A · Mar 28, 2025