Investment adviser · CRD 173885
CAREY WEALTH MANAGEMENT
Investment adviser filing (IA)
CAREY CONSULTING WEALTH MANAGEMENT, INC.
SAN RAMON, CA, United States · Form ADV filed Feb 10, 2026
- Regulatory AUM
- $223M Form ADV · Item 5.F
- Client accounts
- 283 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 46 | $195,204,000 | 87.6% |
| Individuals | 52 | $19,358,000 | 8.7% |
| Retirement plans | Fewer than 5 | $8,256,000 | 3.7% |
Filing source
Form ADV 2050430 · Feb 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2819 CROW CANYON ROAD, SUITE 101SAN RAMON, CA, 94583, United States
CRD 173885
Filing source
Form ADV 2050430 · Feb 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.