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MCCARTY WEALTH
MCCARTY WEALTH, LLC
CRD 333888
4175 US 1, SUITE 101, ROCKLEDGE, FL, 32955, United States
Phone
(321) 221-7870
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$55.5M
Discretionary AUM
$55.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $29.3M |
| High net worth individuals | 12 | $26.2M |
All web addresses on file
Official SEC filing: View on IAPD