# O'Reilly Wealth Advisors

> 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.

- CRD: 141789
- Filed as: O'REILLY WEALTH ADVISORS
- Legal name: O'Reilly Wealth Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Carlsbad, CA
- Filing period: October 2026
- Form ADV filing dated: February 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/141789
- AdvisorCensus page: https://advisorcensus.com/firm/o-reilly-wealth-advisors-carlsbad-ca-141789

## Quick answers

**How is O'Reilly Wealth Advisors compensated?**
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.

**Where is O'Reilly Wealth Advisors located?**
O'Reilly Wealth Advisors' principal office is in Carlsbad, CA, according to its Form ADV.

**Is O'Reilly Wealth Advisors registered with the SEC or a state?**
O'Reilly Wealth Advisors is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 141789.

**How much does O'Reilly Wealth Advisors manage?**
O'Reilly Wealth Advisors reports $32,800,000 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (74% discretionary).

**What types of clients does O'Reilly Wealth Advisors serve?**
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).

**Does O'Reilly Wealth Advisors 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/141789

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $32,800,000
- Discretionary: $24,400,000
- Non-discretionary: $8,400,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $13,400,000 |
| High net worth individuals | 5 | $11,000,000 |
| Corporations or other businesses not listed above | 10 | $8,400,000 |

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

### Firm details
- Registered since: 2006 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oreillywa.com
- Facebook @oreillywealthadvisors
- Instagram @oreillywadvisors
- LinkedIn @oreillywa
- X @OReilly_Advisor

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. O'Reilly Wealth Advisors (CRD 141789): Form ADV filing data as of October 2026.