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| Keyboard |
| Carey Consulting Wealth Management Inc
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|---|---|
| CRD # | 173885 |
| SEC # | 801-123607 |
| CIK # | |
| AUM | 222.8 M (2026-02-10) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 925-406-4186 |
| Address | 2819 Crow Canyon Road San Ramon, CA 94583 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 19.4 |
| (b) Individuals (high net worth individuals) | 46 | 195.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 8.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 283 | 222.8 |
| By Discretionary | ||
| Discretionary | 280 | 215.3 |
| Non-Discretionary | 3 | 7.5 |
| Total | 283 | 222.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 222.8 | |
| Total | 283 | 222.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Valley Brook Capital Group Inc
✚
|
PA | 223.3 M |
|
Branson Frank A Inc
✚
|
CA | 223.2 M |
|
Spring Capital Management LLC
✚
|
TX | 223.0 M |
|
Whalen Wealth Management Inc
✚
|
NV | 223.0 M |
|
Tortuga Wealth Management Inc
✚
|
CA | 222.9 M |
|
Three Peaks Capital Management LLC
✚
|
CO | 222.9 M |
|
Milestones Private Investment Advisors LLC
✚
|
NY | 222.6 M |
|
Innealta Capital LLC
✚
|
222.4 M | |
|
RWM Capital LLC
✚
|
TX | 222.4 M |
|
Capital Preservation Partners Inc
✚
|
NY | 222.4 M |