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MCCARTNEY WEALTH MANAGEMENT LLC
8777 Big Bend Blvd
Suite A
Saint Louis, Missouri 63119-3778
Tel: 314-246-0595
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 $132,356,979 assets under management, offering retirement planning & investment advisory services to 350 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 154722 |
| SEC# | 801-114326 |
| Assets Managed by Firm | $132,356,979 |
| No. of Clients | 350 |
| No. of Advisors | 2 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Publication of periodicals or Newsleters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 350 | $132,356,979 |
| Individuals (other than high net worth individuals) | 74 | $20,639,407 |
| High net worth individuals | 55 | $111,717,572 |
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