← Back to searchVisit website
LALLY WEALTH MANAGEMENT, LLC
CRD 164259
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