# Lally Wealth Management

Lally Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 164259
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/164259

## About

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.

## 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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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/lally-wealth-management-llc

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