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, SEC-registered RIA that serves individual and family clients. The firm is structured as a limited liability company and has been registered with the SEC since 2018. Ownership is individual, and the advisory practice bills clients using a percentage-of-AUM fee model and fixed fees. Core advisory services listed on the ADV include financial planning, portfolio management for individuals and small businesses, and the publication of periodicals or newsletters. The firm does not identify as an active ESG investor and does not present itself as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2Emily 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
$116M in ETFs
21%
$24.7M
79%
$90.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $14.8M | 133,070 | 12.79% |
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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