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CAREY WEALTH MANAGEMENT
CAREY CONSULTING WEALTH MANAGEMENT, INC.
CRD 173885 · SEC 801-123607
2819 CROW CANYON ROAD, SUITE 101, SAN RAMON, CA, 94583, United States
Phone
(925) 406-4186
Fax
(925) 406-4902
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$222.8M
Discretionary AUM
$215.3M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 52 | $19.4M |
| High net worth individuals | 46 | $195.2M |
| Pension/profit sharing plans | 4 | $8.3M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD