McCartney Wealth Management

Finance · Missouri, United States · 1-10 Employees

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Overview

Headquarters

8777 Big Bend Blvd Ste A, St. Louis, Mis...

Phone Number

(314) 246-0595

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About McCartney Wealth Management

McCartney Wealth Management (MWM) is a registered investment advisor that helps clients achieve their financial freedom, life goals and dreams through sophisticated financial planning and investment management, thereby simplifying their life and giving them peace of mind so they can focus on things most important to them. We use an evidenced based, academic approach to investing. McCartney Wealth Management takes its fiduciary duties seriously by avoiding conflicts of interest.Explore more
McCartney Wealth Management's Social MediaPopular SearchesMccartney Wealth Management LLCMccartney Wealth ManagementMcCartney Management LLCMike McCartneySIC Code 62,628NAICS Code 52,523Show more

McCartney Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

McCartney Wealth Manageme...

<$5M
1-10
Private
-
2010
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
2011
CF
Cheri FranklinPresident & Co-Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

McCartney Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

McCartney Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about McCartney Wealth Management.

McCartney Wealth Management Tech Stack

A closer look at the technologies used by McCartney Wealth Management

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Frequently Asked Questions Regarding McCartney Wealth Management

What is McCartney Wealth Management's official website?
McCartney Wealth Management's official website is www.mccwm.com
What is McCartney Wealth Management's Revenue?
McCartney Wealth Management's revenue is <$5 Million
What is McCartney Wealth Management's SIC code?
McCartney Wealth Management's SIC: 62,628
What is McCartney Wealth Management's NAICS code?
McCartney Wealth Management's NAICS: 52,523
How many employees does McCartney Wealth Management have?
McCartney Wealth Management has 1-10 employees
What industry does McCartney Wealth Management belong to?
McCartney Wealth Management is in the industry of: Finance, Securities Trading
What is McCartney Wealth Management competition?
McCartney Wealth Management top competitors include: Clarity Capital Advisors, Vibrance Wealth Management, Stockade Wealth Management, Pillar Wealth Management
What technology does McCartney Wealth Management use?
Some of the popular technologies that McCartney Wealth Management uses are: Barracuda Networks, Python, Google Workspace, Gmail
How do I contact McCartney Wealth Management?
McCartney Wealth Management contact info: Phone number: (314) 246-0595 Website: www.mccwm.com
What does McCartney Wealth Management do?

McCartney Wealth Management (MWM) is a registered investment advisor that helps clients achieve their financial freedom, life goals and dreams through sophisticated financial planning and investment management, thereby simplifying their life and giving them peace of mind so they can focus on things most important to them. We use an evidenced based,... academic approach to investing. McCartney Wealth Management takes its fiduciary duties seriously by avoiding conflicts of interest.Read More

What are McCartney Wealth Management social media links?
McCartney Wealth Management Linkedin page McCartney Wealth Management Twitter page
Is McCartney Wealth Management a public company?
McCartney Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about McCartney Wealth Management

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