# McCarthy Wealth & Tax Advisors

McCarthy Wealth & Tax Advisors is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/mccarthy-wealth-and-tax-advisors

## Regulatory record

- **CRD number:** 135875
- **SEC file number:** 801-130395
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/135875

## About

MCCARTHY WEALTH & TAX ADVISORS is an SEC-registered investment adviser in SPRINGBORO, OH, registered since 2024. The firm manages approximately $202 million in assets. It has 4 employees and 3 investment advisers.

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Last updated: 2026-07-06T01:24:21.061Z

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