McCary Anheuser Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,118,205
Clients
5
60% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
Very LowAverage account size
$1,623,641
About
McCary Anheuser Wealth provides wealth management, financial planning, and investment advisory services to individuals and high-net-worth clients as well as a range of institutional and organizational clients. Its Form ADV lists services for pooled investment vehicles, pension and profit-sharing plans, charitable organizations, corporations, and other investment advisers in addition to traditional individual portfolio management.
The firm’s investment approach is primarily long-term and combines fundamental and technical analysis to construct portfolios using ETFs, diversified mutual funds, individual bonds and equities, with ongoing rebalancing, tax-management and occasional shorter-term trades as needed. It implements strategies through internal management or by recommending unaffiliated independent managers and conducts ongoing oversight and due diligence of those managers.
Notable for a solo independent adviser, the firm explicitly serves pooled vehicles, institutional clients (including pension plans) and other investment advisers—client types that are uncommon among peers—and participates in institutional custody platforms that provide access to institutional tools and block trading. The firm also applies a two-year fixed fee schedule for advisory fees and its principal holds advanced professional credentials (CFP®, CPWA® and an MBA), which the firm cites in support of its work with more complex and institutional arrangements.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Tax-loss harvesting
General retirement planning
Wealth management
Fee options
null - null: 0.50% to 1.00% of assets under advisement and management depending on complexity and amount advised
Fee-only: Financial Planning fee ranging from $1,000 to $1,500 per month depending on complexity
Main office location
McCary Anheuser Wealth Management, LLC
15 North Main Street, Suite 100
West Hartford CT 06107, United States
Number of offices
2
Most active in
McCary Anheuser Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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