⚲
|
McCartney Wealth Management LLC
✚
|
|
---|---|
CRD # | 154722 |
SEC # | 801-114326 |
CIK # | |
AUM | $166.4 MM (2024-03-29) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 314-246-0595 |
Address | 7733 Forsyth Blvd Saint Louis, MO 63105-1878 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 77 | 24.0 |
(b) Individuals (high net worth individuals) | 59 | 142.4 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 390 | 166.4 |
By Discretionary | ||
Discretionary | 390 | 166.4 |
Non-Discretionary | 0 | 0.0 |
Total | 390 | 166.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 166.4 | |
Total | 390 | 166.4 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Piedmont Capital Management LLC
✚
|
MT | 0.2 |
Elderado Financial Inc
✚
|
CO | 0.2 |
Private Harbour Investment Management & Counsel LLC
✚
|
OH | 0.2 |
Bravias Capital Group LLC
✚
|
NJ | 0.2 |
Lobnek Wealth Management Inc
✚
|
0.2 | |
Hodge Financial Services LLC
✚
|
NH | 0.2 |
Jaykay Wealth Advisors Inc
✚
|
TX | 0.2 |
Coastwise Capital Group LLC
✚
|
CA | 0.2 |
Klein Pavlis & Peasley Financial Inc
✚
|
CA | 0.2 |
Financially Speaking Inc
✚
|
CO | 0.2 |