Key facts
- MCKINLEY CARTER WEALTH SERVICES, INC. is a other based in WHEELING, WV.
- MCKINLEY CARTER WEALTH SERVICES, INC. reports $8.4M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 135184- Regulatory AUM
- $8.4M
- Private fund assets
- —
- Private funds
- —
- Staff
- 32
- Registered office
- WHEELING, WV
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for MCKINLEY CARTER WEALTH SERVICES, INC. are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is MCKINLEY CARTER WEALTH SERVICES, INC.'s AUM?
- MCKINLEY CARTER WEALTH SERVICES, INC. manages approximately $8.4M in assets.