MCCARY ANHEUSER WEALTH MANAGEMENT, LLC

RIASEC Registered

Total AUM

$8.1M

Discretionary

$8.1M

100% of AUM

Avg account

$2.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: WEST HARTFORD, Connecticut
CRD number: 306810
Website: www.mccary-anheuser-wealth.com
Custodians: CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Mccary Anheuser Wealth Management, LLC is a small, independent registered investment adviser that focuses on serving individual and family clients through discretionary portfolio management and financial planning. The firm operates as a capital allocator, frequently selecting third‑party managers and pooled vehicles rather than concentrating only on in-house strategies. Its business model blends ongoing percentage-of-AUM fees with fixed-fee engagements, and its advisory work spans individual and small-business portfolios, pooled investment vehicles, and institutional/business relationships through selection-of-advisers services and pension consulting support. The firm does not position itself as an ESG-focused manager.