McCartney Wealth Management LLC

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Assets, Funds, Holdings

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McCartney Wealth Management LLC
CRD #154722
SEC #801-114326
CIK #
AUM $166.4 MM (2024-03-29)
Employees 2 (100% Investors, 0% Brokers)
Phone314-246-0595
Address7733 Forsyth Blvd
Saint Louis, MO 63105-1878
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
170136102683402009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 77 24.0
(b) Individuals (high net worth individuals) 59 142.4
(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 0 0.0
(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 390 166.4
By Discretionary
Discretionary 390 166.4
Non-Discretionary 0 0.0
Total 390 166.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 166.4
Total 390 166.4
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Lobnek Wealth Management Inc
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Hodge Financial Services LLC
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Jaykay Wealth Advisors Inc
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Coastwise Capital Group LLC
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Klein Pavlis & Peasley Financial Inc
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Financially Speaking Inc
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