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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 10, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MCCARTHY, JEREMIAH, FRANK | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MCCARTHY, JEREMIAH, FRANK | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 10, 2025 REGISTERED
Notice Filings (5)
FL IN OH PA TX
Address
115 SOUTH MAIN STREETSPRINGBORO, OH 45066
United States
Phone: 937-748-4765