CAREY WEALTH MANAGEMENT

RIASEC RegisteredEst. 2022

Total AUM

$223M

Discretionary

$215M

97% of AUM

Avg account

$787K

Accounts

283

Employees

Advisory reps

Firm details

Headquarters: SAN RAMON, California
CRD number: 173885
Registered since: April 4, 2022
Website: www.careyconsultingwealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI87.61%
Individuals8.69%
Pension & Profit Sharing Plans3.71%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Carey Wealth Management is an independent, privately owned registered investment adviser that appears on the SEC register as of 2022. The firm operates as a corporation and serves both individual and family clients and institutional accounts. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges a mix of fee structures — percentage of assets under management, hourly fees and fixed fees — and the filing specifies that it is not an active ESG investor and is not designated as a capital allocator.