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CARNEGIE WEALTH MANAGEMENT, LLC
CRD 290430 · SEC 801-114906
850 CASSATT ROAD, SUITE 225, BERWYN, PA, 19312, United States
Phone
(610) 640-4300
Fax
(484) 875-9912
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$357.1M
Discretionary AUM
$309.2M
Team
6 total employees; 4 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 133 | $76.3M |
| High net worth individuals | 93 | $267.1M |
| Pension/profit sharing plans | 3 | $13.7M |
States served
CA, LA, MA, MI, NJ, NY, PA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD