Allocator Index · CRD 135184

MCKINLEY CARTER WEALTH SERVICES, INC.

Wheeling, WV · 304-230-2400 · mckinleycarter.com

SEC IAPD record ↗

Fit score

60

  • hnw>=500+22
  • aum $250M-$3.0B+22
  • hnw_majority+8
  • employees 3-60+8

HNW clients

659

Other individuals

572

HNW assets

$1.98B

Total AUM

$2.31B

Employees

32

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.