SourcingSourcing

MCCARTNEY WEALTH MANAGEMENT LLC

C38
CRD 154722·SEC 801-114326·SAINT LOUIS, MO
AUM
$220.7M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$662K
@ 30% margin
Est. Deal Value
$5.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MCCARTNEY WEALTH MANAGEMENT LLC
CRD
154722
SEC file #
801-114326
EIN
273167381
DBA names
—

Economics

AUM
$220.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$97.1M → $220.7M▲ +127%
Client mix
Individuals Other89
Individuals High Net Worth65

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
SAINT LOUIS MO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPublication of periodicals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
mccwm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCCARTNEY, MICHAEL, PATRICK
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MCCARTNEY, MICHAEL, PATRICK
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MCCWM.COM
Rdap Domain Creation Date
2010-03-13T14:31:57Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
PDR Ltd. d/b/a PublicDomainRegistry.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
5,836
Form 5500 Compensation Trajectory 3y
20255,836
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
5,836
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002110693
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-17
Edgar Last Filing Date
2026-05-11
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-11
Accession0002110693-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab10
E*trade4
Edgar Addresses
Mailing
7733 FORSYTH BLVD11TH FLOORCLAYTON, MO 63105
Business
7733 FORSYTH BLVD11TH FLOORCLAYTON, MO 63105
Edgar EIN
273167381
Edgar Recent Filings
13F-HR2026-05-11 · 0002110693-26-000002
13F-HR2026-02-17 · 0002110693-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-13T13:31:57Z
Rdap Domain Last Changed
2025-12-28T19:37:46Z
Rdap Nameservers
Marek.ns.cloudflare.comRita.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
5626907
Trust Company Affiliate
No

People (2)

2
MCCARTNEY, MICHAEL, PATRICK
IAR · Direct Owner · 87.5%
5626907
Emily Marie McCartney
IAR
6849600