| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Patrick McCartney Control | Chief Compliance Officer | Over 75% | 2010 |
| Michael Patrick McCartney Control | President | Over 75% | 2010 |
McCartney Wealth Management LLC reports $188.5 million in regulatory assets under management on its Form ADV.
McCartney Wealth Management LLC reports 2 employees.
McCartney Wealth Management LLC is based in Saint Louis, MO and has been SEC-registered since 2018.
McCartney Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7733 Forsyth Blvd, 11th Floor, Saint Louis, MO 63105-1878 |
| Phone | 314-246-0595 |
| Fax | 866-241-0595 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2110693 |
| Discloses disciplinary history | No |
| Discretionary | $188.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $188.5M |