WEALTH ADVISORS, LLC
Doing business as MCCARTHY WEALTH & TAX ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$202,041,581
Discretionary
$202,041,581
Non-discretionary
$0
Firm details
- CRD number
- 135875
- SEC file number
- 801-130395
- Main office
- SPRINGBORO, OH, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTPS://WWW.MCCARTHYWEALTH.COM
- Fee structure
-
Percentage of AUM
As of November 2026.