Carey Wealth Management

Carey Wealth Management (CRD# 173885) is a financial advisory firm headquartered in San Ramon, CA. They manage $131,651,000 in 245 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2819 Crow Canyon Road, Suite 101, San Ramon, CA 94583
https://www.careyconsultingwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    132
    MILLION
  • Total Number of Accounts
    245
    ACCOUNTS
  • Average Account Value
    $537,351
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Carey Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Jamie Carey, financial advisor San Ramon CA
Jamie C. Carey
CRD#: 2638736
2819 Crow Canyon Road, Suite 101, San Ramon, CA 94583

Jamie Carey (CRD# 2638736) is an Investment Advisor Representative working at Carey Wealth Management in San Ramon, CA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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