# Lally Wealth Management, LLC

> Lally Wealth Management, LLC is a state-registered investment advisory firm in North Kingstown, RI, registered since 2012, with no regulatory assets under management reported in its Form ADV filing dated July 2, 2026.

- CRD: 164259
- Filed as: LALLY WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: North Kingstown, RI
- Filing period: October 2026
- Form ADV filing dated: July 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/164259
- AdvisorCensus page: https://advisorcensus.com/firm/lally-wealth-management-llc-north-kingstown-ri-164259

## Quick answers

**How is Lally Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lally Wealth Management, LLC reports these compensation arrangements: fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lally Wealth Management, LLC located?**
Lally Wealth Management, LLC's principal office is in North Kingstown, RI, according to its Form ADV.

**Is Lally Wealth Management, LLC registered with the SEC or a state?**
Lally Wealth Management, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 164259.

**Does Lally Wealth Management, LLC 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/164259

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, RI, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lallywealthmanagement.com
- Facebook @LALLYWEALTHMANAGEMENT

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lally Wealth Management, LLC (CRD 164259): Form ADV filing data as of October 2026.