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CARLIN WEALTH MANAGEMENT GROUP, LLC
CRD 325306 · SEC 801-127464
1701 SIMOND AVENUE, UNIT 104, AUSTIN, TX, 78723, United States
Phone
737-414-6565
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$240.9M
Discretionary AUM
$229.4M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 117 | $48.4M |
| High net worth individuals | 72 | $192.2M |
States served
MA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD