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MCCARTNEY WEALTH MANAGEMENT LLC

7733 Forsyth Blvd
11th Floor
Saint Louis, Missouri 63105-1878
Tel: 314-246-0595

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About MCCARTNEY WEALTH MANAGEMENT LLC

MCCARTNEY WEALTH MANAGEMENT LLC, formally registered with the SEC as MCCARTNEY WEALTH MANAGEMENT LLC. The firm was established in 11/26/2018. They have over 1 offices throughout the country.

MCCARTNEY WEALTH MANAGEMENT LLC is a Saint Louis, Missouri based Financial Planning firm with nearly $166,382,874 assets under management, offering retirement planning & investment advisory services to 390 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#154722
SEC#801-114326
Assets Managed by Firm$166,382,874
No. of Clients390
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals and newsletters

Firm Client Information

No. of ClientsAUM
Firm Total390$166,382,874
Individuals (other than high net worth individuals)77$24,018,536
High net worth individuals59$142,364,338

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