Investment adviser · CRD 135875
MCCARTHY WEALTH & TAX ADVISORS
Investment adviser filing (IA)
WEALTH ADVISORS, LLC
SPRINGBORO, OH, United States · Form ADV filed Feb 17, 2026
- Regulatory AUM
- $202M Form ADV · Item 5.F
- Client accounts
- 848 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 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 | 51 | $133,653,211 | 66.2% |
| Individuals | 221 | $68,388,370 | 33.8% |
Filing source
Form ADV 2048505 · Feb 17, 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 17, 2026. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
115 SOUTH MAIN STREETSPRINGBORO, OH, 45066, United States
CRD 135875
Filing source
Form ADV 2048505 · Feb 17, 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.