CRD: 135875
Mccarthy Wealth & TAX Advisors
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-18-2005
- Office Locations
- 1
Office Locations
About Mccarthy Wealth & TAX Advisors
McCarthy Wealth & Tax Advisors is a fee-only, fiduciary RIA delivering integrated wealth management and tax advisory services under one roof. The team builds and manages diversified portfolios aligned to client objectives and risk tolerance, alongside proactive tax planning, retirement income strategy, estate planning, and risk management. Boutique by design, they keep a small client roster for high-touch service and education; firm leadership includes CFP/CPA-PFS and EA tax expertise, with custody through Fidelity/NFS.
Reported data analysis
What the numbers show
Between February 10, 2025 and February 17, 2026, reported AUM increased 32.1%, from $153.0M to $202.0M.
Across 3 reported observations, AUM increased 51.7% between May 1, 2024 and February 17, 2026, from $133.2M to $202.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 272 clients, or 90.7 clients per representative. That equates to $742.8K in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on February 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JEREMIAH FRANK MCCARTHY
Advisor, Chief Compliance Officer, President
- CRD
- #4092080
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
CHRISTIAN A. GILBERT
Director of Wealth Advising
- CRD
- #5431809
JESSICA SARCYK MARRINAN
Client Advisory Consultant
- CRD
- #7872020
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $202,041,581 | $238,257 |
| Non-Discretionary | $0 | -- |
| Total | $202,041,581 | $238,257 |
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Separately Managed Accounts
SMA allocation detail is available
Mccarthy Wealth & TAX Advisors has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.