7733 Forsyth Blvd
11th Floor
Saint Louis, Missouri 63105-1878
Tel: 314-246-0595
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 154722 |
SEC# | 801-114326 |
Assets Managed by Firm | $166,382,874 |
No. of Clients | 390 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 390 | $166,382,874 |
Individuals (other than high net worth individuals) | 77 | $24,018,536 |
High net worth individuals | 59 | $142,364,338 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$824,988,034,503 | 5086856 | 29003 | |
$558,464,518,060 | 1352052 | 19871 | |
$306,242,186,324 | 282 | 390 | |
$229,554,718,263 | 647 | 225 | |
$169,541,361,944 | 13 | 218 |
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