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CAREY WEALTH MANAGEMENT
2819 Crow Canyon Road
Suite 101
San Ramon, California 94583
Tel: (925) 406-4186
About CAREY WEALTH MANAGEMENT
CAREY WEALTH MANAGEMENT, formally registered with the SEC as CAREY WEALTH MANAGEMENT. The firm was established in 04/04/2022. They have over 1 offices throughout the country.
CAREY WEALTH MANAGEMENT is a San Ramon, California based Financial Planning firm with nearly $154,990,000 assets under management, offering retirement planning & investment advisory services to 256 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173885 |
| SEC# | 801-123607 |
| Assets Managed by Firm | $154,990,000 |
| No. of Clients | 256 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 256 | $154,990,000 |
| Individuals (other than high net worth individuals) | 46 | $15,930,000 |
| High net worth individuals | 43 | $132,300,000 |
| Pension and profit sharing plans | 4 | $6,760,000 |
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