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MCKINLEY CARTER WEALTH SERVICES, INC.

WHEELING, WV · CRD 135184 · IAPD ↗ · mckinleycarter.com · 304-230-2400

$2.31BRegulatory AUM
27Advisory reps
32Employees
8Clients
More than 500Planning clients
0Private funds
27States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — MCKINLEY CARTER WEALTH SERVICES, INC. notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — MCKINLEY CARTER WEALTH SERVICES, INC. shrank from 34 to 27 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.