Mccartney Wealth Management LLC

Mccartney Wealth Management LLC (CRD# 154722) is a financial advisory firm headquartered in Saint Louis, MO. They manage $166,382,874 in 390 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7733 Forsyth Blvd, 11th Floor, Saint Louis, MO 63105
http://www.mccwm.com
By the Numbers
  • Total Assets Under Management
    166
    MILLION
  • Total Number of Accounts
    390
    ACCOUNTS
  • Average Account Value
    $426,623
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MO

Financial Advisors at Mccartney Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Emily McCartney, financial advisor Saint Louis MO
Emily M. McCartney
CRD#: 6849600
7733 Forsyth Blvd, 11th Floor, Saint Louis, MO 63105

Emily McCartney (CRD# 6849600) is an Investment Advisor Representative working at Mccartney Wealth Management LLC in Saint Louis, MO and has over 6 years of experience in the finance industry.

2
Michael McCartney, financial advisor Saint Louis MO
Michael P. McCartney
CRD#: 5626907
7733 Forsyth Blvd, 11th Floor, Saint Louis, MO 63105

Michael McCartney (CRD# 5626907) is an Investment Advisor Representative working at Mccartney Wealth Management LLC in Saint Louis, MO and has over 15 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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