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McCartney Wealth Management, LLC

EST. AUM
$220,729,425

CONTACTS

CLIENT ACCOUNTS
473

Firm Details

Metro area St. Louis
CRD Number 154722
Website mccwm.com
Client types

Overview

McCartney Wealth Management LLC is an independent, fee-only registered investment adviser (RIA) headquartered in Saint Louis, Missouri. Founded in 2010 by Michael P. McCartney, the firm operates under a strict fiduciary standard, receiving compensation solely from its clients to ensure a conflict-free advisory environment. Their investment philosophy is "academic and process-oriented," grounded in Modern Portfolio Theory and factor-based investing. The firm provides integrated financial planning and discretionary portfolio management for high-net-worth individuals and families, emphasizing low-cost, globally diversified portfolios that utilize institutional vehicles to capture market returns efficiently.

Platform Details

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Address

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

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