Mccarthy Wealth & Tax Advisors
Mccarthy Wealth & Tax Advisors is an SEC-registered mass-market adviser in Springboro, OH with $202.0M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Mccarthy Wealth & Tax Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 135875, SEC 801-130395, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $202.0M (2026-02-17)
- Firm type
- Mass-Market Adviser
- Location
- Springboro, OH
- Employees
- 4
- Clients
- 272
- CRD
- 135875
- Ownership
- MCCARTHY, JEREMIAH, FRANK
How much AUM does Mccarthy Wealth & Tax Advisors have?
Mccarthy Wealth & Tax Advisors reported $202.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Mccarthy Wealth & Tax Advisors?
Disclosed owners and executives of Mccarthy Wealth & Tax Advisors include MCCARTHY, JEREMIAH, FRANK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.