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Carey Consulting Wealth Management, Inc.

● SEC registered since 2022CRD 173885SEC# 801-123607San Ramon, CA
Export (members)
Reg. AUM
$155M
Employees
2
Accounts
256
Location
San Ramon, CA

Carey Consulting Wealth Management, Inc. assets under management

Carey Consulting Wealth Management, Inc. is an investment advisory firm registered with the SEC based in San Ramon, CA. The firm has been registered since 2022. It reports $155 million in regulatory assets under management and employs 2 people.
www.facebook.com/careywealthView on SEC.gov ↗

Carey Consulting Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Jamie Christopher Carey ControlPresident & Chief Compliance OfficerOver 75%2015

Frequently asked questions

How much does Carey Consulting Wealth Management, Inc. manage?

Carey Consulting Wealth Management, Inc. reports $155 million in regulatory assets under management on its Form ADV.

How many employees does Carey Consulting Wealth Management, Inc. have?

Carey Consulting Wealth Management, Inc. reports 2 employees.

Where is Carey Consulting Wealth Management, Inc. located?

Carey Consulting Wealth Management, Inc. is based in San Ramon, CA and has been SEC-registered since 2022.

Does Carey Consulting Wealth Management, Inc. disclose fund performance?

Carey Consulting Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2819 Crow Canyon Road, Suite 101, San Ramon, CA 94583
Phone(925) 406-4186
Fax(925) 406-4902
Office hoursBy Appointment
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$148.8M
Non-discretionary$6.2M
Total (RAUM)$155M