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Wealth Advisors, LLC

● SEC registered since 2024CRD 135875SEC# 801-130395Springboro, OH
Export (members)
Reg. AUM
$153M
Employees
4
Accounts
813
Location
Springboro, OH

Wealth Advisors, LLC assets under management

Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Springboro, OH. The firm has been registered since 2024. It reports $153 million in regulatory assets under management and employs 4 people.
www.mccarthywealth.comView on SEC.gov ↗

Wealth Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jeremiah Frank McCarthy ControlPresident & Chief Compliance OfficerOver 75%2004

Frequently asked questions

How much does Wealth Advisors, LLC manage?

Wealth Advisors, LLC reports $153 million in regulatory assets under management on its Form ADV.

How many employees does Wealth Advisors, LLC have?

Wealth Advisors, LLC reports 4 employees.

Where is Wealth Advisors, LLC located?

Wealth Advisors, LLC is based in Springboro, OH and has been SEC-registered since 2024.

Does Wealth Advisors, LLC disclose fund performance?

Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address115 South Main Street, Springboro, OH 45066
Phone937-748-4765
Fax937-748-9239
Office hours8:30 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$153M
Non-discretionary$0
Total (RAUM)$153M