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MCCARTNEY WEALTH MANAGEMENT LLC
CRD 154722 · SEC 801-114326
7733 FORSYTH BLVD, 11TH FLOOR, SAINT LOUIS, MO, 63105-1878, United States
Phone
314-246-0595
Fax
866-241-0595
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$220.7M
Discretionary AUM
$220.7M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 89 | $28.5M |
| High net worth individuals | 65 | $192.3M |
States served
MO
All web addresses on file
Official SEC filing: View on IAPD