CAREY CONSULTING WEALTH MANAGEMENT, INC.

CAREY CONSULTING WEALTH MANAGEMENT, INC. of SAN RAMON, CA is an SEC-registered investment adviser (CRD 173885). Regulatory assets under management: $222.8M.

Registration

• CRD: 173885
• SEC file number: 801-123607
• Type: Registered investment adviser
• Location: 2819 CROW CANYON ROAD, SUITE 101, SAN RAMON, CA, 94583
• Phone: (925) 406-4186
• Latest filing: 2026-02-10
• Regulatory AUM: $222.8M
• Discretionary AUM: $215.3M
• Non-discretionary AUM: $7.5M
• Clients: 3
• Accounts: 283

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

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 173885 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search