CAREY CONSULTING WEALTH MANAGEMENT, INC.
Legal name: CAREY WEALTH MANAGEMENT
CRD #173885 SEC #801-123607 SAN RAMON, CA (925) 406-4186
SEC Registered
Total AUM
$155M
Discretionary
$148.8M
Employees
2
Clients
0
Accounts
256
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $155M | $148.8M | $6.2M | 2 | 0 |
| Mar 2024 | $131.7M | $126.8M | $4.8M | 2 | 0 |
| Nov 2023 | $101M | $97.2M | $3.8M | 3 | 0 |
| Mar 2023 | $101M | $97.2M | $3.8M | 3 | 0 |
| Mar 2022 | $119.4M | $114.9M | $4.5M | 3 | 0 |
| Aug 2015 | $53.8M | $53.8M | $0 | 1 | 0 |
| Aug 2015 | $53.8M | $53.8M | $0 | 1 | 0 |
| Jul 2015 | $53.8M | $53.8M | $0 | 1 | 0 |
| Jun 2015 | $53.8M | $53.8M | $0 | 1 | 0 |
| Mar 2015 | $0 | $0 | $0 | 1 | 0 |
| Mar 2015 | $0 | $0 | $0 | 1 | 0 |
DateFeb 2025
Total AUM$155M
Discretionary$148.8M
Non-Disc.$6.2M
Employees2
Clients0
DateMar 2024
Total AUM$131.7M
Discretionary$126.8M
Non-Disc.$4.8M
Employees2
Clients0
DateNov 2023
Total AUM$101M
Discretionary$97.2M
Non-Disc.$3.8M
Employees3
Clients0
DateMar 2023
Total AUM$101M
Discretionary$97.2M
Non-Disc.$3.8M
Employees3
Clients0
DateMar 2022
Total AUM$119.4M
Discretionary$114.9M
Non-Disc.$4.5M
Employees3
Clients0
DateAug 2015
Total AUM$53.8M
Discretionary$53.8M
Non-Disc.$0
Employees1
Clients0
DateAug 2015
Total AUM$53.8M
Discretionary$53.8M
Non-Disc.$0
Employees1
Clients0
DateJul 2015
Total AUM$53.8M
Discretionary$53.8M
Non-Disc.$0
Employees1
Clients0
DateJun 2015
Total AUM$53.8M
Discretionary$53.8M
Non-Disc.$0
Employees1
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0