CRD: 173885
Carey Wealth Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Radial delta
- Established Date
- 03-23-2015
- Office Locations
- 1
Office Locations
About Carey Wealth Management
Carey Wealth Management is an independent advisory firm providing personalized financial planning and portfolio management for individuals and families navigating retirement and other life transitions. The practice supports portfolio construction and insurance needs, and commonly implements strategies using ETFs and public funds alongside fixed income. For distribution partners, the firm is Schwab-custodied and leverages tools such as eMoney and Black Diamond.
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Owner & Executives
JAMIE CHRISTOPHER CAREY
Chief Compliance Officer, President
- CRD
- #2638736
- Ownership
- 75% or more
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GRANT CHRISTOPHER CAREY
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- CRD
- #8126940
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $215,303,000 | $768,939 |
| Non-Discretionary | $7,515,000 | $2,505,000 |
| Total | $222,818,000 | $787,343 |
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Separately Managed Accounts
Total SMA Asset: $222,818,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $283,541,687 | 18.4% |
| Equity - Exchange | $217,279,227 | 14.1% |
| U.S. Government/Agency | $323,607,360 | 21.0% |
| Cash | $335,935,259 | 21.8% |
| Municipal Bonds | $380,623,894 | 24.7% |
| Total | $1,540,987,427 | 100.0% |