Carey Consulting Wealth Management, Inc.
● SEC registered since 2022CRD 173885SEC# 801-123607San Ramon, CA
Reg. AUM
$222.8M
Employees
3
Accounts
283
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 $222.8 million in regulatory assets under management and employs 3 people.
Carey Consulting Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jamie Christopher Carey Control | President & Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Carey Consulting Wealth Management, Inc. manage?
Carey Consulting Wealth Management, Inc. reports $222.8 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 3 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
| Address | 2819 Crow Canyon Road, Suite 101, San Ramon, CA 94583 |
| Phone | (925) 406-4186 |
| Fax | (925) 406-4902 |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$222.8M▲ 44%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$222.8Mregulatory AUM
Discretionary $215.3MNon-discretionary $7.5M