CAREY CONSULTING WEALTH MANAGEMENT, INC.

CAREY WEALTH MANAGEMENT
SAN RAMON, California·1 registered advisor·CRD# 173885
SEC# 801-1236070(925) 406-4186
01

Firm Overview

AUM
$132M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CAREY CONSULTING WEALTH MANAGEMENT, INC.

1 registered advisor
Jamie Christopher Carey
SAN RAMON, California
CFP
05

Office Locations

SAN RAMON, California
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. CAREY CONSULTING WEALTH MANAGEMENT, INC. (CRD# 173885) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.