Overview
Assets Under Management: $196 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 60
Average Client Assets: $3 million
Frequently Asked Questions
CARLIN WEALTH MANAGEMENT GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #325306), CARLIN WEALTH MANAGEMENT GROUP, LLC is subject to fiduciary duty under federal law.
CARLIN WEALTH MANAGEMENT GROUP, LLC is headquartered in AUSTIN, TX.
CARLIN WEALTH MANAGEMENT GROUP, LLC serves 60 high-net-worth clients according to their SEC filing dated February 04, 2025. View client details ↓
According to their SEC Form ADV, CARLIN WEALTH MANAGEMENT GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
CARLIN WEALTH MANAGEMENT GROUP, LLC manages $196 million in client assets according to their SEC filing dated February 04, 2025.
According to their SEC Form ADV, CARLIN WEALTH MANAGEMENT GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.83
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,009
Discretionary Accounts: 1,009
Regulatory Filings
CRD Number: 325306
Last Filing Date: 2025-02-04 00:00:00
Website: https://carlinwmg.com