Mccartney Wealth Management LLC
Firm details
- Headquarters
- Saint Louis, Missouri
- CRD number
- 154722
- Registered since
- November 26, 2018
- Website
- mccwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.1%
- Individuals12.9%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Mccartney Wealth Management LLC is an independent, individually owned registered investment adviser that began SEC registration in 2018. The firm focuses on serving individual and family clients, offering fee arrangements that include asset-based fees and fixed fees. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the publication of periodic newsletters. The firm does not market itself as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds96%
- Exchange Traded Equities3%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Emily McCartney
Wealth Management AdvisorCRD 6849600
Michael Mccartney
PresidentCRD 5626907
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$128M in ETFs
21%
$26.8M
79%
$101M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $17.3M | 135,414 | 13.52% |
Location
Saint Louis, MO
Saint Louis
Location
Saint Louis, MO
Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 7733 Forsyth Blvd
- Time zone
- CT (UTC-6)
- Office locations
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