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Building 2CAREY WEALTH MANAGEMENT

Map pinSAN RAMON, CA
Phone(925) 406-4186
NotebookSEC #801-123607
Total AUM
$222.8M
Employees
3
Clients
102

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2819 CROW CANYON ROAD
SUITE 101
SAN RAMON
CA 94583
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(925) 406-4186

ReceiptFinancials

Total AUM
$222.8M
Accounts
283
Discretionary
$215.3M
Accounts
280
Non-Discretionary
$7.5M
Accounts
3

ContactClients

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Individual Clients
52
AUM
$19.4M
HNW Individual Clients
46
AUM
$195.2M
Pension/Profit Sharing Plan Clients
4
AUM
$8.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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