SAN RAMON, CACRD 173885Latest ADV February 10, 2026
Carey Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in San Ramon, CA. Its latest Form ADV filing, dated February 10, 2026, reports $223M in regulatory assets under management, 3 employees, and 283 accounts.
Assets Under Management
$223M
Employees
3
Offices
--
Total Clients
102
Primary office
SAN RAMON, CA
2819 CROW CANYON ROAD, SUITE 101, SAN RAMON, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 51.0% of total clients.
Top client categories% of clientsClients
1
Individuals
51.0%
52
2
HNWI
45.1%
46
3
Pension Plans
3.9%
4
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$223Mas of February 10, 2026
Discretionary96.6%
$215M
97% of total RAUM96.6%
Non-discretionary3.4%
$8M
3% of total RAUM3.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$223M
Total Accounts283
10Y AUM Change+$103M (+86.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee34:1
10Y Employee Change0 (0.0%)
* 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.