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MCCARTHY WEALTH & TAX ADVISORS
WEALTH ADVISORS, LLC
CRD 135875 · SEC 801-130395
115 SOUTH MAIN STREET, SPRINGBORO, OH, 45066, United States
Phone
937-748-4765
Fax
937-748-9239
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$202.0M
Discretionary AUM
$202.0M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 221 | $68.4M |
| High net worth individuals | 51 | $133.7M |
States served
IN, OH, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD