Carey Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$214,562,000
Clients
98
Advisors
2
of 3 employees
About
Carey Wealth Management serves individual and high‑net‑worth clients as well as retirement plan sponsors, providing comprehensive portfolio management, financial planning and pension consulting. The firm manages client portfolios using a mix of exchange‑traded funds, mutual funds, individual stocks and bonds and conducts account reviews at least quarterly.
Its advisory process is individualized: the firm gathers client financial information, proposes an investment plan, implements accounts for discretionary management, and may rebalance or adjust holdings as needed, using methods such as fundamental, technical, cyclical and cash‑flow analysis. The firm also offers a sponsored wrap‑fee program (with a stated $1,000,000 household minimum for new wrap clients) and provides financial planning on an hourly or flat‑fee basis and pension consulting on an asset‑based arrangement.
Noteworthy among peers, the firm operates its own wrap fee program and discloses that its representatives are licensed insurance agents who may offer commissionable insurance products, arrangements the brochure identifies as potential conflicts of interest that are disclosed to clients. The firm also notes a principal’s CPA background (now non‑practicing) and discloses prior working relationships with a broker‑dealer, indicating accounting and broker/insurance linkages that are less common for similarly sized advisory firms.
Client services
Expertise
Fee options
Ranges from $1,500 to $10,000
Up to $350 per hour
Account minimum: $1,000,000
Main office
2819 Crow Canyon Road, Suite 101
San Ramon CA 94583
Advisors at this office
2
Most active in
California · Texas
Also doing business as
Carey Consulting Wealth Management, Inc. · Carey Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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.
Quick links
Advisors at this firm
Grant C
Series 65
San Ramon, CA
Carey Wealth Management
Grant Carey is a financial advisor at Carey Wealth Management in San Ramon, CA, holding a Series 65 designation. He began his advisory career in 2025 and has prior work experience at Trek Bikes and PepsiCo. Carey Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering portfolio management, financial planning, and pension consulting with an individualized advisory process that includes discretionary management and regular account reviews.
Jamie C
CFP®, Series 63, Series 65
San Ramon, CA
Carey Wealth Management
Jamie Carey is a CFP® with 31 years of industry experience and currently serves as President of Carey Wealth Management in San Ramon, CA. He has led Carey Wealth Management since 2015 and previously worked at APW Capital, Inc. from 2015 to 2025. Carey also presides over Carey Consulting Wealth Management, where he provides investment management and financial advice. Carey Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering comprehensive portfolio management, financial planning, and pension consulting. The firm employs an individualized advisory process and manages portfolios using a mix of ETFs, mutual funds, stocks, and bonds, with quarterly account reviews.
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