RIA Intel›Advisers›California›CAREY CONSULTING WEALTH MANAGEMENT, INC.

CAREY CONSULTING WEALTH MANAGEMENT, INC.

Advisory

N·SAN RAMON, CA

Data as of Feb 10, 2026 · Source: SEC Form ADV

Total AUM

$223M

1-Year AUM Growth

+30.4%

3-Year CAGR

+8.8%

Employees

2

Assets Under Management

Total AUM$223M

Discretionary AUM$215M

Non-Discretionary AUM$8M

Discretionary %96.6%

Total Clients93

Team

Total Employees2

Investment Advisers3

Employee Growth (1Y)—

Filing History

Total Filings on Record10

First FilingMar 2, 2015

Latest FilingFeb 10, 2026

🔒 Full AUM trend chart and 10 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CAREY CONSULTING WEALTH MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.