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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 5, 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 |
|---|---|---|---|---|
| CAREY, JAMIE, CHRISTOPHER | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CAREY, JAMIE, CHRISTOPHER | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CAREY, JAMIE, CHRISTOPHER | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CAREY, JAMIE, CHRISTOPHER | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CAREY, JAMIE, CHRISTOPHER | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CAREY, JAMIE, CHRISTOPHER | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CAREY, JAMIE, CHRISTOPHER | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CAREY, JAMIE, CHRISTOPHER | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CAREY, JAMIE, CHRISTOPHER | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CAREY, JAMIE, CHRISTOPHER | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CAREY, JAMIE, CHRISTOPHER | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CAREY, JAMIE, CHRISTOPHER | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 5, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
2819 CROW CANYON ROADSUITE 101
SAN RAMON, CA 94583
United States
Phone: (925) 406-4186