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CAREY WEALTH MANAGEMENT
ALAMO, CA
(925) 406-4186
SEC #801-81095Total AUM
$53.8M
Employees
1Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3189 DANVILLE BLVD.
SUITE 200
ALAMO
CA 94507
United States
SUITE 200
ALAMO
CA 94507
United States
Operating Hours
8AM - 5PM
Monday - Friday
Monday - Friday
Phone
(925) 406-4186
Financials
Total AUM
$53.8M
Accounts
203Discretionary
$53.8M
Accounts
203Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.