CRD: 173885
Carey Wealth Management
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between February 5, 2025 and February 10, 2026, reported AUM increased 43.8%, from $155.0M to $222.8M.
Across 5 reported observations, AUM increased 86.6% between March 3, 2022 and February 10, 2026, from $119.4M to $222.8M.
Of the latest reported AUM, 96.6% is discretionary and 3.4% is non-discretionary.
The firm reports 2 advisory representatives and 102 clients, or 51 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on February 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
JAMIE CHRISTOPHER CAREY
Chief Compliance Officer, President
- CRD
- #2638736
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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GRANT CHRISTOPHER CAREY
Investment Advisor
- CRD
- #8126940
Showing 1 of 2 contacts
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
SMA allocation detail is available
Carey Wealth Management has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.