# Carey Wealth Management

> Carey Wealth Management is an SEC-registered investment advisory firm in San Ramon, CA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.

- CRD: 173885
- Filed as: CAREY WEALTH MANAGEMENT
- Legal name: Carey Consulting Wealth Management, Inc.
- Also doing business as: CAREY WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Ramon, CA
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173885
- AdvisorCensus page: https://advisorcensus.com/firm/carey-wealth-management-san-ramon-ca-173885

## Quick answers

**How is Carey Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Carey Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Carey Wealth Management located?**
Carey Wealth Management's principal office is in San Ramon, CA, according to its Form ADV.

**Is Carey Wealth Management registered with the SEC or a state?**
Carey Wealth Management is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 173885.

**How much does Carey Wealth Management manage?**
Carey Wealth Management reports $222,818,000 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (97% discretionary).

**How have Carey Wealth Management's assets and staff changed since 2022?**
In the Form ADV data for Carey Wealth Management: Regulatory assets under management: $119,400,000 in the October 2022 data and $222,818,000 in the October 2026 data, up 87%. Total employees: 3 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Carey Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (52); high net worth individuals (46); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Which custodians does Carey Wealth Management use?**
Carey Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Carey Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173885

**What changed in Carey Wealth Management's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $154,990,000 to $222,818,000 (+44%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $222,818,000
- Discretionary: $215,303,000
- Non-discretionary: $7,515,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 52 | $19,358,000 |
| High net worth individuals | 46 | $195,204,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $8,256,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- careyconsultingwealthmanagement.com
- Facebook @CAREYWEALTH
- LinkedIn @GRANT-CAREY-918407208
- LinkedIn @JAMIECAREY

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $119,400,000 | 3 | March 3, 2022 |
| October 2023 | $101,000,000 | 3 | March 15, 2023 |
| October 2024 | $131,651,000 | 2 | March 13, 2024 |
| October 2025 | $154,990,000 | 2 | February 5, 2025 |
| October 2026 | $222,818,000 | 3 | February 10, 2026 |

Regulatory assets under management: $119,400,000 in the October 2022 data and $222,818,000 in the October 2026 data, up 87%.
Total employees: 3 in October 2022 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $154,990,000 to $222,818,000 (+44%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Carey Wealth Management (CRD 173885): Form ADV filing data as of October 2026.