# Talley Wealth

> Talley Wealth is a state-registered investment advisory firm in Orange, CA, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated March 20, 2026.

- CRD: 328407
- Filed as: TALLEY WEALTH
- Legal name: Talley Wealth, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Orange, CA
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328407
- AdvisorCensus page: https://advisorcensus.com/firm/talley-wealth-orange-ca-328407

## Quick answers

**How is Talley Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Talley Wealth reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Talley Wealth located?**
Talley Wealth's principal office is in Orange, CA, according to its Form ADV.

**Is Talley Wealth registered with the SEC or a state?**
Talley Wealth is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 328407.

**Does Talley Wealth 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/328407

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

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

### Firm details
- Registered since: 2024 (2 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)
- talleyllp.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Talley Wealth (CRD 328407): Form ADV filing data as of October 2026.