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JO

Jonathan S. O'reilly

LIMEHOUSE WEALTH MANAGEMENT
LEXINGTON, SC 29702
CRD#: 7354933
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JO
Jonathan Scott O'reillyLIMEHOUSE WEALTH MANAGEMENT

Professional summary

Jonathan Scott O'reilly is a registered financial advisor currently at LIMEHOUSE WEALTH MANAGEMENT LLC located in Lexington, South Carolina.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jonathan has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Scott O'reilly's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 29, 2026 - Present

LIMEHOUSE WEALTH MANAGEMENT LLC

Office #1: 140 B Whiteford Way, Lexington, SC 29702
RIA
CRD#: 335227
LEXINGTON, SC
Past

March 24, 2021 - April 17, 2026

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA
CRD#: 175083
LEXINGTON, SC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
South Carolina
(1/29/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/10/2021
Uniform Investment Adviser Law Examination

Current Firm

LW
LIMEHOUSE WEALTH MANAGEMENT LLC
LIMEHOUSE WEALTH MANAGEMENT LLC

CRD#: 335227 / SEC#:

South Carolina
Registered Investment Advisory firm - (1/29/2026 Approved)
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Contact information

Main Address
140 B Whiteford Way, Lexington, SC 29702
Mailing Address
Phone number
(803) 359-2569
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LIMEHOUSE WEALTH MANAGEMENT LLC

CRD#: 335227Lexington, SC 29702

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