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Lally Wealth Management
LALLY WEALTH MANAGEMENT, LLC is a state-registered investment adviser in NORTH KINGSTOWN, RI. It has 1 employee and 1 investment adviser. The firm is based...
Overview
LALLY WEALTH MANAGEMENT, LLC is a state-registered investment adviser in NORTH KINGSTOWN, RI. It has 1 employee and 1 investment adviser. The firm is based in Rhode Island.
General information
Firm type
RIA
Frequently asked questions
Does Lally Wealth Management participate in fund commitments or only direct deals?
Public records indicate a mixed approach. The firm has made both fund investments in private equity vehicles (per SEC Form D filings) and direct equity stakes in operating companies. No AUM split between direct and fund investments is available.
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