Wealth Advisors provides portfolio management for individuals and small businesses, selecting other managers, and insurance.
Wealth Advisors reports 272 clients. They include 221 individual clients and 51 high-net-worth individuals. Of its assets, 100.0% ($202M across 848 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 81% | 34% |
| High-net-worth individuals | 19% | 66% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 221 | $68.4M | 33.8% | $309K |
| High-net-worth individuals | 51 | $134M | 66.2% | $2.62M |
| Total | 272 | $202M | 100% | $743K |
- Clients
- 221
- Regulatory AUM
- $68.4M
- AUM share
- 33.8%
- Avg. per client
- $309K
- Clients
- 51
- Regulatory AUM
- $134M
- AUM share
- 66.2%
- Avg. per client
- $2.62M
Total
- Clients
- 272
- Regulatory AUM
- $202M
- AUM share
- 100%
- Avg. per client
- $743K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Wealth Advisors charges 0.50%–1.50% a year for its Asset Allocation Services Fee. The fee is billed in advance, is negotiable and has a $6,000 annual minimum.
Fee details and sources
Jeremiah McCarthy owns 75% or more of Wealth Advisors. The leadership team of Wealth Advisors includes President Jeremiah McCarthy. It has 4 employees, 3 of them in advisory roles.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- Owns 75% or more of Wealth Advisors, LLC
Jeremiah McCarthy
Control person · since June 2004
Wealth Advisors’ regulatory assets grew 1.5× from $133M (May 2024) to $202M (February 2026); clients rose from 241 to 272 and employees from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $202M | 272 | 4 | 1 |
| Feb 2025February 2025 | $153M | 275 | 4 | 1 |
| May 2024May 2024 | $133M | 241 | 3 | 1 |
Besides its headquarters, Wealth Advisors has 0 offices, with 1 listed address in 1 state.
Ohio · 1 listed address
- 115 South Main Street, SpringboroHQ
Contact and registration details
- Legal name
- Wealth Advisors, LLC
- Headquarters
- 115 South Main Street, Springboro, OH 45066
- Website
- mccarthywealth.com
- Phone
- 937-748-4765
- SEC file
- 801-130395
- Founded
- 2005
- Structure
- Ohio LLC
- Fiscal year end
- December
Wealth Advisors’ named custodian for separately managed accounts is Fidelity ($202M). Wealth Advisors has custody of $43M for 183 clients.
- FidelityNational Financial Services LLC · Smithfield, RI · $202M100%
At year end, Wealth Advisors’ separately managed accounts were mostly in funds (77%) and stocks (21%).
What the accounts hold
- Stocks21%
- Exchange-traded equities20%
- Non-exchange-traded equities1%
- Funds77%
- Bonds1%
- Cash1%
How many clients does Wealth Advisors have?
Wealth Advisors has 272 clients and manages $202 million for them, as of February 2026. They include 221 individual clients and 51 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 February 2026
What services does Wealth Advisors offer?
Wealth Advisors provides portfolio management for individuals and small businesses, selecting other managers, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Wealth Advisors charge?
Wealth Advisors charges 0.50%–1.50% a year for its Asset Allocation Services Fee. The fee is billed in advance, is negotiable and has a $6,000 annual minimum.
Source: WEALTH ADVISORS, LLC DBA MCCARTHY WEALTH & TAX ADVISORS ADV BROCHURE, filed 17 February 2026
Which custodians does Wealth Advisors use?
Wealth Advisors’ separately managed account assets are held at National Financial Services LLC (Smithfield, RI), with $202M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 February 2026
How many financial advisors does Wealth Advisors have?
Wealth Advisors has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wealth Advisors invest in?
At the end of its last fiscal year, Wealth Advisors’ separately managed accounts held 77% registered funds (mutual funds, ETFs, BDCs), 20% exchange-traded equities, 1% non-exchange-traded equities, 1% state and local bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wealth Advisors?
Wealth Advisors’ direct owner is Jeremiah McCarthy (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 February 2026
How does Wealth Advisors get paid?
Wealth Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Wealth Advisors?
Wealth Advisors’ main office is at 115 South Main Street, Springboro, OH 45066. Its phone number is 937-748-4765. Its website is mccarthywealth.com.
