Carey Wealth Management
Carey Wealth Management is an SEC-registered wealth manager in San Ramon, CA with $222.8M assets under management (AUM, regulatory AUM), +44% over one year. See who owns Carey Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 173885, SEC 801-123607, data through 2026-02-10.
- AUM (assets under management / regulatory AUM)
- $222.8M (2026-02-10)
- Firm type
- Wealth Manager
- Location
- San Ramon, CA
- Employees
- 3
- Clients
- 102
- CRD
- 173885
- Ownership
- CAREY, JAMIE, CHRISTOPHER
How much AUM does Carey Wealth Management have?
Carey Wealth Management reported $222.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-10).
Who owns Carey Wealth Management?
Disclosed owners and executives of Carey Wealth Management include CAREY, JAMIE, CHRISTOPHER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.