MCCARTNEY WEALTH MANAGEMENT LLC

MCCARTNEY WEALTH MANAGEMENT LLC of SAINT LOUIS, MO is an SEC-registered investment adviser (CRD 154722). Regulatory assets under management: $220.7M.

Registration

• CRD: 154722
• SEC file number: 801-114326
• Type: Registered investment adviser
• Location: 7733 FORSYTH BLVD, 11TH FLOOR, SAINT LOUIS, MO, 63105-1878
• Phone: 314-246-0595
• Latest filing: 2026-03-30
• Regulatory AUM: $220.7M
• Discretionary AUM: $220.7M
• Clients: 2
• Accounts: 473

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Corporations.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154722 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search