WEALTH ADVISORS, LLC
Legal name: MCCARTHY WEALTH & TAX ADVISORS
CRD #135875 SEC #801-130395 SPRINGBORO, OH 937-748-4765
SEC Registered
Total AUM
$153M
Discretionary
$153M
Employees
4
Clients
--
Accounts
813
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $153M | $153M | $0 | 4 | 0 |
| May 2024 | $133.2M | $133.2M | $0 | 3 | 0 |
DateFeb 2025
Total AUM$153M
Discretionary$153M
Non-Disc.$0
Employees4
Clients0
DateMay 2024
Total AUM$133.2M
Discretionary$133.2M
Non-Disc.$0
Employees3
Clients0