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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- AtlasOak north
- Established Date
- 02-19-2025
- Office Locations
- 1
Office Locations
About Mccarty Wealth
McCarty Wealth is a Florida-based registered investment adviser focused on retirees and soon-to-be retirees, providing holistic financial planning with a tax-centric approach (including Roth conversion and charitable giving strategies) alongside legacy/wealth preservation support. The firm also offers business asset management solutions and company-specific 401(k) plan management, uses eMoney for planning, custodies with Charles Schwab, and has an affiliated insurance services entity.
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Owner & Executives
LUKE RYAN MCCARTY
Chief Compliance Officer, Managing Member
- CRD
- #5539780
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,484,033 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,484,033 | -- |
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Separately Managed Accounts
Total SMA Asset: $55,484,033
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,232,231,429 | 14.3% |
| Municipal Bonds | $2,223,186,773 | 25.8% |
| Public Funds | $2,947,015,025 | 34.2% |
| Cash | $2,214,569,771 | 25.7% |
| Total | $8,617,002,998 | 100.0% |