McCartney Wealth Management LLC
● SEC registered since 2018CRD 154722SEC# 801-114326Saint Louis, MO
Reg. AUM
$220.7M
Employees
2
Accounts
473
Location
Saint Louis, MO
McCartney Wealth Management LLC assets under management
McCartney Wealth Management LLC operates as an SEC-registered investment adviser based in Saint Louis, MO. The firm has been registered since 2018. It reports $220.7 million in regulatory assets under management and employs 2 people.
McCartney Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Patrick McCartney Control | Chief Compliance Officer | Over 75% | 2010 |
| Michael Patrick McCartney Control | President | Over 75% | 2010 |
Frequently asked questions
How much does McCartney Wealth Management LLC manage?
McCartney Wealth Management LLC reports $220.7 million in regulatory assets under management on its Form ADV.
How many employees does McCartney Wealth Management LLC have?
McCartney Wealth Management LLC reports 2 employees.
Where is McCartney Wealth Management LLC located?
McCartney Wealth Management LLC is based in Saint Louis, MO and has been SEC-registered since 2018.
Does McCartney Wealth Management LLC disclose fund performance?
McCartney Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$220.7M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$220.7Mregulatory AUM
Discretionary $220.7M