{
  "crd_number": 141789,
  "slug": "o-reilly-wealth-advisors-carlsbad-ca-141789",
  "primary_business_name": "O'REILLY WEALTH ADVISORS",
  "legal_name": "O'REILLY WEALTH ADVISORS LLC",
  "dbas": [],
  "city": "Carlsbad",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41740",
  "metro": {
    "cbsa_code": "41740",
    "common_name": "San Diego",
    "msa_name": "San Diego-Chula Vista-Carlsbad, CA",
    "path": "/advisors/ca/san-diego"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2006-12-12",
  "years_registered": 19,
  "period": "2026-10-01",
  "filing_date": "2026-02-11",
  "carried_forward": false,
  "raum_total": 32800000.0,
  "raum_discretionary": 24400000.0,
  "raum_non_discretionary": 8400000.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 13400000.0,
      "count": 40
    },
    "high_net_worth_individuals": {
      "raum": 11000000.0,
      "count": 5
    },
    "corporations_other_businesses": {
      "raum": 8400000.0,
      "count": 10
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://facebook.com/oreillywealthadvisors",
    "https://instagram.com/oreillywadvisors",
    "https://linkedin.com/in/oreillywa",
    "https://oreillywa.com",
    "https://x.com/OReilly_Advisor"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/141789",
  "city_as_filed": "CARLSBAD",
  "url": "https://advisorcensus.com/firm/o-reilly-wealth-advisors-carlsbad-ca-141789",
  "display_name": "O'Reilly Wealth Advisors",
  "summary": "O'Reilly Wealth Advisors is a state-registered investment advisory firm in Carlsbad, CA, registered since 2006, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 11, 2026.",
  "citation": "AdvisorCensus. O'Reilly Wealth Advisors (CRD 141789): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is O'Reilly Wealth Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), O'Reilly Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is O'Reilly Wealth Advisors located?",
      "a": "O'Reilly Wealth Advisors' principal office is in Carlsbad, CA, according to its Form ADV."
    },
    {
      "q": "Is O'Reilly Wealth Advisors registered with the SEC or a state?",
      "a": "O'Reilly Wealth Advisors is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 141789."
    },
    {
      "q": "How much does O'Reilly Wealth Advisors manage?",
      "a": "O'Reilly Wealth Advisors reports $32,800,000 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (74% discretionary)."
    },
    {
      "q": "What types of clients does O'Reilly Wealth Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (40); corporations or other businesses not listed above (10); high net worth individuals (5)."
    },
    {
      "q": "Does O'Reilly Wealth Advisors report any disciplinary disclosures?",
      "a": "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/141789"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/o-reilly-wealth-advisors-carlsbad-ca-141789.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 40,
      "fewer_than_5": false,
      "raum": 13400000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 5,
      "fewer_than_5": false,
      "raum": 11000000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 10,
      "fewer_than_5": false,
      "raum": 8400000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/141789",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}