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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Carey Consulting Wealth Management Inc
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|---|---|
| CRD # | 173885 |
| SEC # | 801-123607 |
| CIK # | |
| AUM | $155.0 M (2025-02-05) |
| Employees | 2 (50% Investors, 50% Brokers) |
| Phone | 925-406-4186 |
| Address | 2819 Crow Canyon Road San Ramon, CA 94583 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 15.9 |
| (b) Individuals (high net worth individuals) | 43 | 132.3 |
| (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 | 6.8 |
| (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 | 256 | 155.0 |
| By Discretionary | ||
| Discretionary | 253 | 148.8 |
| Non-Discretionary | 3 | 6.2 |
| Total | 256 | 155.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 155.0 | |
| Total | 256 | 155.0 |
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|---|---|---|
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DE | 0.2 |
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Confidential Management Advisors Inc
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Avant Capital LLC
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WJ Financial Advisors LLC
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CT | 0.2 |
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Authentikos Wealth Advisory LLC
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CA | 0.2 |
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Bey-Douglas LLC
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Hillspring Financial Inc
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