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LALLY WEALTH MANAGEMENT, LLC

CRD 164259

Visit website

70 ROMANO VINEYARD WAY, SUITE 152, NORTH KINGSTOWN, RI, 02852, United States

Phone

401-398-7171

Fax

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

1 total employees; 1 advisory reps; 38 broker-dealer reps

Clients

0

Fees

Fixed fees; THIRD PARTY COMPANY & % MANAGED BY A THIRD PARTY ADVISER

Org form

Limited Liability Company

Filing date

2026-06-10

Disciplinary history

No

Services

Financial planningSelection of other advisers

All web addresses on file

Official SEC filing: View on IAPD