$220.7M Total AUM
$220.7M Disc. AUM
18.6% 3Y CAGR
2 Employees
154 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-31-2010
- Office Locations
- 1
Office Locations
7733 Forsyth Blvd 11th Floor Saint Louis MO
About Mccartney Wealth Management LLC
McCartney Wealth Management is a St. Louis-based independent, fee-only RIA providing goals-based financial planning and investment management. Portfolios follow an academic, risk-managed approach (Sharpe/Markowitz/Fama) with tax-efficient implementation and an ESG offering (“Investing for a Better Tomorrow”) for values-focused investors. Primarily serves retail clients including entrepreneurs and custodies through Charles Schwab.
Team overview
44 AVG AGE
$110.4M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
12.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
MICHAEL PATRICK MCCARTNEY
Chairman, President
- CRD
- #5626907
- Ownership
- 75% or more
Available
Available
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Emily Marie McCartney
Certified Financial Planner
- CRD
- #6849600
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Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $220,729,425 | $466,658 |
| Non-Discretionary | $0 | -- |
| Total | $220,729,425 | $466,658 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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