Wealth Manager
    SEC Registered
    Manages Private Funds

    McKinley Carter Wealth Services, Inc.

    Registered investment advisor · Wheeling, West Virginia · CRD #135184

    Assets Under Management
    $2.3B
    Client Accounts
    3,994
    Employees
    32
    CRD Number
    135184
    Registration
    SEC Registered
    Custodian
    Fidelity Distributors Company Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About McKinley Carter Wealth Services, Inc.

    McKinley Carter Wealth Services is an SEC-registered investment advisory firm founded in 2003, offering wealth management, trust, and retirement plan services across seven regional offices. It employs 11-50 staff.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for McKinley Carter Wealth Services, Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is McKinley Carter Wealth Services, Inc.'s AUM?

    McKinley Carter Wealth Services, Inc. reports approximately $2.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is McKinley Carter Wealth Services, Inc. headquartered?

    McKinley Carter Wealth Services, Inc. is headquartered in Wheeling, West Virginia.

    What is McKinley Carter Wealth Services, Inc.'s CRD number?

    McKinley Carter Wealth Services, Inc.'s CRD number is 135184. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does McKinley Carter Wealth Services, Inc. manage?

    McKinley Carter Wealth Services, Inc. manages approximately 3,994 client accounts according to its latest SEC filing.

    Is McKinley Carter Wealth Services, Inc. SEC registered?

    Yes, McKinley Carter Wealth Services, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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