Key facts
- Status: Privately Held (backing).
Leadership
- David NolanChief Investment Officer
- ·Watchlist + deal alerts for McKinley Carter Wealth Services
- ·The full record, as it builds
Funding rounds
No funding rounds for McKinley Carter Wealth Services are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About McKinley Carter Wealth Services
Provider of asset management services based in Wheeling, West Virginia. The company offers wealth management, financial planning, investment management, and advisory services.
- Sector
- Financial Services
- HQ
- Wheeling, WV, United States
- Employees
- 42
- Website
- mckinleycarter.com/
- Ownership
- Privately Held (backing)
McKinley Carter Wealth Services doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in McKinley Carter Wealth Services shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on McKinley Carter Wealth Services in its N-PORT filings yet. We sweep new filings monthly.