# Connolly Wealth Management

> Connolly Wealth Management is a state-registered investment advisory firm, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 23, 2026.

- CRD: 155240
- Filed as: CONNOLLY WEALTH MANAGEMENT
- Legal name: Connolly, Shawn, Lawrence
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: June 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155240
- AdvisorCensus page: https://advisorcensus.com/firm/connolly-wealth-management-155240

## Quick answers

**How is Connolly Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Connolly Wealth Management reports these compensation arrangements: a percentage of assets under its management; other.

**Is Connolly Wealth Management registered with the SEC or a state?**
Connolly Wealth Management is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 155240.

**How much does Connolly Wealth Management manage?**
Connolly Wealth Management reports $316,312 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (100% discretionary).

**What types of clients does Connolly Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7).

**Does Connolly Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/155240

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $316,312
- Discretionary: $316,312
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $316,312 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- connollyfgllc.com
- connollywm.com
- sconnolly.retiresmarter.com
- Facebook @CONNOLLYFG

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Connolly Wealth Management (CRD 155240): Form ADV filing data as of October 2026.