Mccarter Private Wealth Services LLC
SEC RegisteredOne Firm Connected by Core Values
About the firm
McCarter Private Wealth Services and their sub-advisors work to develop portfolios that suit current and future needs of their clients. They offer comprehensive goal-oriented advice including tax-conscious financial planning, retirement planning, and managing multi-generational wealth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management (developing portfolios with sub-advisors, tax-conscious financial planning, retirement planning, multi-generational wealth management) and family office services (philanthropic planning counseling, managing cash and expenses).
Who they serve
Clients with current and future portfolio needs, including those requiring multi-generational wealth management and family office services.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 34 | $21M |
| High Net Worth Individuals | 83 | $363M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 8 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1 Million | 1.10% |
| $1 Million to $3 Million | 0.95% |
| $3 Million to $5 Million | 0.85% |
| $5 Million to $10 Million | 0.75% |
| $10 Million to $15 Million | 0.65% |
| $15 Million and above | 0.55% |
Data as of December 16, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mccarter Private Wealth Services LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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