MCKINLEY CARTER WEALTH SERVICES, INC.
SEC file number 801-64584
· WHEELING, WV
https://mckinleycarter.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$2.26B
Discretionary AUM
$2.14B
Employees
48
Clients
11
Firm
- Address
- 2100 MARKET STREET
WHEELING, WV 26003 - Phone
- —
- Website
- https://mckinleycarter.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
- McKinley Real Estate Income Fund II, LLC Low name-match confidence · CIK 2082942 · GA
- West McKinley St Partners LLC Low name-match confidence · CIK 2082785 · CO
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McKinley Real Estate Income Fund II, LLC · D · Aug 27, 2025$50M
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West McKinley St Partners LLC · D · Aug 25, 2025$2.1M