SAINT LOUIS, MOCRD 154722Latest ADV March 30, 2026
Mccartney Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Saint Louis, MO. Its latest Form ADV filing, dated March 30, 2026, reports $221M in regulatory assets under management, 2 employees, and 473 accounts.
Assets Under Management
$221M
Employees
2
Offices
--
Total Clients
154
Primary office
SAINT LOUIS, MO
7733 FORSYTH BLVD, 11TH FLOOR, SAINT LOUIS, MO, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.8% of total clients.
Top client categories% of clientsClients
1
Individuals
57.8%
89
2
HNWI
42.2%
65
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$221Mas of March 30, 2026
Discretionary100.0%
$221M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$221M
Total Accounts473
10Y AUM Change+$118M (+114.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee77:1
10Y Employee Change-1 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.