O'Reilly Wealth Advisors

Overview

O'Reilly Wealth Advisors is an independent registered investment adviser operating as a limited liability company that serves individuals, families and select institutional clients. The firm combines portfolio management and financial planning with insurance brokerage services and acts as a capital allocator—selecting other advisers and third-party managers when appropriate. Their stated investment preference skews toward equity exposure, with portfolio construction that leans on exchange-traded instruments for core allocation while using third-party funds and private placements to complement core holdings. Firms that operate this way typically mix discretionary management for clients who want a hands‑off approach with non‑discretionary programs for clients preferring to retain control. O'Reilly Wealth Advisors uses a fee model that includes a percentage of assets under management alongside fixed-fee engagements, reflecting a hybrid advisory approach that can accommodate ongoing wealth management and project-based planning work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices