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CAREY WEALTH MANAGEMENT
Legal name: CAREY CONSULTING WEALTH MANAGEMENT, INC.
CRD 173885File 801-123607
APPROVED
Retail clients
Custody
Filing as of Feb 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$222.8M
Below cohort median (national)
Discretionary AUM
$215.3M
Non-discretionary $7.5M
Clients
102
283 accounts
Employees
3
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 4, 2022
- Principal office
- 2819 CROW CANYON ROAD, SUITE 101, SAN RAMON, CA, 94583
- Phone
- (925) 406-4186
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $222.8M
- Discretionary AUM
- $215.3M
- Non-discretionary AUM
- $7.5M
- Discretionary accounts
- 280
- Non-discretionary accounts
- 3
- Total accounts
- 283
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 46 | $195.2M |
| Pension and profit sharing plans | Fewer than 5 | $8.3M |
| Individuals (other than high net worth individuals) | 52 | $19.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.