Michael Patrick Mccartney
Investment adviser representative at Mccartney Wealth Management LLC
16 yearsExperience
1 stateRegistered in
$220.7MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Mccartney Wealth Management LLCAug 2010 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (MO).
Mccartney Wealth Management LLC
$220.7MAssets managed
154Clients
2Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5626907
- Firm CRD
- 154722