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MCKINLEY CARTER WEALTH SERVICES, INC.
CRD 135184 · SEC 801-64584
2100 MARKET STREET, WHEELING, WV, 26003, United States
Phone
304-230-2400
Fax
304-230-2401
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.31B
Discretionary AUM
$2.24B
Team
32 total employees; 27 advisory reps; 8 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersINVESTMENT CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 572 | $208.1M |
| High net worth individuals | 659 | $1.98B |
| Pension/profit sharing plans | 2 | $8.5M |
| Charitable organizations | 38 | $74.5M |
| State/municipal entities | 1 | $1.0M |
| Corporations/business entities | 10 | $30.3M |
States served
AL, AZ, CA, CO, DC, GA, IL, IN, KY, LA, MD, MA, MI, NJ, NY, NC, OH, PA, SC, TN, VA, WV, MO, WA, TX, NH, FL
All web addresses on file
- HTTP://WWW.MCKINLEYCARTER.COM
- HTTP://WWW.MC-WS.COM
- HTTPS://WWW.FACEBOOK.COM/MCKINLEYCARTERWEALTHSERVICES/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/mckinley-carter
- HTTPS://TWITTER.COM/MCKINLEYCARTER
- https://mckinleycarter.com
- HTTPS://www.instagram.com/mckinleycarterwealthservices/
- HTTPS://www.facebook.com/communityfitnesschallengewheeling/
- https://www.youtube.com/@mckinleycarterwealthservices
- HTTP://WWW.INVESTINGINAGOODLIFE.COM
Official SEC filing: View on IAPD