Overview
Assets Under Management: $155 million
Headquarters: SAN RAMON, CA
High-Net-Worth Clients: 43
Average Client Assets: $3 million
Frequently Asked Questions
CAREY CONSULTING WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #173885), CAREY CONSULTING WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
CAREY CONSULTING WEALTH MANAGEMENT, INC. is headquartered in SAN RAMON, CA.
CAREY CONSULTING WEALTH MANAGEMENT, INC. serves 43 high-net-worth clients according to their SEC filing dated February 05, 2025. View client details ↓
According to their SEC Form ADV, CAREY CONSULTING WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
CAREY CONSULTING WEALTH MANAGEMENT, INC. manages $155 million in client assets according to their SEC filing dated February 05, 2025.
According to their SEC Form ADV, CAREY CONSULTING WEALTH MANAGEMENT, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.36
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 256
Discretionary Accounts: 253
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 173885
Last Filing Date: 2025-02-05 00:00:00
Website: https://careywealthmanagement.com