← Back to search
CARROLL WEALTH MANAGEMENT INC.
CRD 152211
16305 SWINGLEY RIDGE RD, SUITE 210, CHESTERFIELD, MO, 63017, United States
Phone
636-449-4884
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.9M
Discretionary AUM
$1.9M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $1.2M |
| High net worth individuals | 2 | $709K |
Official SEC filing: View on IAPD