CAREY CONSULTING WEALTH MANAGEMENT, INC.
Doing business as CAREY WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$222,818,000
Discretionary
$215,303,000
Non-discretionary
$7,515,000
Firm details
- CRD number
- 173885
- SEC file number
- 801-123607
- Main office
- SAN RAMON, CA, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.