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MCCARTNEY WEALTH MANAGEMENT LLC

SAINT LOUIS, MO · CRD 154722 · IAPD ↗ · mccwm.com · 314-246-0595

$220.7MRegulatory AUM
2Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2024 — MCCARTNEY WEALTH MANAGEMENT LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2024 — MCCARTNEY WEALTH MANAGEMENT LLC reported RAUM up 26% ($132.4M -> $166.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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