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CAREY WEALTH MANAGEMENT

SAN RAMON, CA · CRD 173885 · IAPD ↗ · (925) 406-4186

$222.8MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — CAREY WEALTH MANAGEMENT reported RAUM up 44% ($155.0M -> $222.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
March 2025 — CAREY WEALTH MANAGEMENT now reports custody of client assets ($148.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
61
April 2024 — CAREY WEALTH MANAGEMENT reported RAUM up 30% ($101.0M -> $131.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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