← Back to searchVisit website
CARBON WEALTH MANAGEMENT
CARBON WEALTH MANAGEMENT INC.
CRD 331891
4830 W KENNEDY BLVD, STE 720, TAMPA, FL, 33609, United States
Phone
(813) 281-1800
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$5K
Discretionary AUM
$5K
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $5K |
All web addresses on file
Official SEC filing: View on IAPD