# Carey Wealth Management

Carey Wealth Management is a Bank / Wealth / Trust based in San Ramon, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Ramon, United States
- **Region:** North America
- **Address:** San Ramon, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** www.careyconsultingwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/jamiecarey

## Regulatory record

- **CRD number:** 173885
- **SEC file number:** 801-123607
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-10T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/173885

## About

Carey Wealth Management is an SEC-registered investment adviser in San Ramon, CA, registered since 2022. The firm manages $223 million in assets, with $215 million on a discretionary basis. It has 3 employees and 2 investment advisers.

## Questions

### What is the firm type for Carey Wealth Management?

Records list it as an Asset Owner with subtype Bank / Wealth / Trust.

### Where is Carey Wealth Management based?

The headquarters location is San Ramon, United States.

## Related profiles

- [Carflex Capital](https://altss.com/profile/carflex-capital)

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Last updated: 2026-07-10T21:16:37.000Z

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