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Carey Consulting Wealth Management, Inc. (Alamo)


Carey Consulting Wealth Management, Inc. is an adviser based in Alamo. It manages $53.83 million of regulatory assets for 203 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of California.

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Carey Consulting Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Carey Consulting Wealth Management: assets under management

The assets under management (AUM) of Carey Consulting Wealth Management, Inc. is $53.83 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $53.83 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $265.18 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Carey Consulting Wealth Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Alamo

The principal office where Carey Consulting Wealth Management, Inc. performs its advisory services is located at 3189 Danville Blvd., Alamo, CA 94507, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (925) 406-4186 or by fax (925) 406-4902. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at careyconsultingwealthmanagement.com/.


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