MCCARTNEY WEALTH MANAGEMENT LLC
CRD #154722 SEC #801-114326 SAINT LOUIS, MO 314-246-0595
SEC Registered
Total AUM
$188.5M
Discretionary
$188.5M
Employees
2
Clients
101
Accounts
464
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $188.5M | $188.5M | $0 | 2 | 0 |
| Mar 2024 | $166.4M | $166.4M | $0 | 2 | 0 |
| Mar 2023 | $132.4M | $132.4M | $0 | 2 | 0 |
| Mar 2022 | $140.9M | $140.9M | $0 | 3 | 0 |
| Mar 2021 | $108.2M | $108.2M | $0 | 3 | 0 |
| Jun 2020 | $99.8M | $99.8M | $0 | 3 | 0 |
| Mar 2019 | $97.1M | $97.1M | $0 | 3 | 0 |
| Oct 2018 | $103M | $103M | $0 | 3 | 0 |
DateMar 2025
Total AUM$188.5M
Discretionary$188.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$166.4M
Discretionary$166.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$132.4M
Discretionary$132.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$140.9M
Discretionary$140.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$108.2M
Discretionary$108.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$99.8M
Discretionary$99.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$97.1M
Discretionary$97.1M
Non-Disc.$0
Employees3
Clients0
DateOct 2018
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees3
Clients0