McAdam LLC

EST. AUM
$500,000,000

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area Washington, DC
CRD Number
Website cmwealth.com
Client types

Overview

Caudle Meares Wealth Management is a fiduciary wealth-management practice operated under McAdam LLC, an SEC-registered investment adviser. It provides financial planning, portfolio management and coordinated wealth advice to near-retirees, retirees, law-firm partners, founders and business owners. Its planning services address cash flow, taxes, retirement, estates, charitable giving, insurance and asset protection. The firm constructs personalised investment strategies using asset allocation, tax-conscious methods, values-based investments and private or alternative investments. It also coordinates advice with clients’ accountants, estate attorneys, lenders, insurance professionals and human-resources advisers. The practice supports multigenerational families through financial education, employer-benefit guidance, home-purchase planning and family meetings. Its parent adviser, McAdam LLC, reported approximately US$2.68 billion in regulatory assets under management in its 2026 regulatory data.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

McAdam LLC

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company