RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Missouri
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MCCARTNEY, MICHAEL, PATRICKIPRESIDENTE Control
MCCARTNEY, MICHAEL, PATRICKICHIEF COMPLIANCE OFFICERE Control
MCCARTNEY, MICHAEL, PATRICKIPRESIDENTE Control
MCCARTNEY, MICHAEL, PATRICKICHIEF COMPLIANCE OFFICERE Control
MCCARTNEY, MICHAEL, PATRICKIPRESIDENTE Control
MCCARTNEY, MICHAEL, PATRICKICHIEF COMPLIANCE OFFICERE Control
MCCARTNEY, MICHAEL, PATRICKIPRESIDENTE Control
MCCARTNEY, MICHAEL, PATRICKICHIEF COMPLIANCE OFFICERE Control
MCCARTNEY, MICHAEL, PATRICKIPRESIDENTE Control
MCCARTNEY, MICHAEL, PATRICKICHIEF COMPLIANCE OFFICERE Control
MCCARTNEY, MICHAEL, PATRICKIPRESIDENTE Control
MCCARTNEY, MICHAEL, PATRICKICHIEF COMPLIANCE OFFICERE Control
MCCARTNEY, MICHAEL, PATRICKIPRESIDENTE Control
MCCARTNEY, MICHAEL, PATRICKICHIEF COMPLIANCE OFFICERE Control
MCCARTNEY, MICHAEL, PATRICKIPRESIDENTE Control
MCCARTNEY, MICHAEL, PATRICKICHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 28, 2025 REGISTERED

Notice Filings (2)

CA MO

Address

7733 FORSYTH BLVD
11TH FLOOR
SAINT LOUIS, MO 63105-1878
United States
Phone: 314-246-0595