Overview
Assets Under Management: $334 million
Headquarters: BERWYN, PA
High-Net-Worth Clients: 174
Average Client Assets: $1 million
Frequently Asked Questions
CARNEGIE WEALTH MANAGEMENT, 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 #290430), CARNEGIE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CARNEGIE WEALTH MANAGEMENT, LLC is headquartered in BERWYN, PA.
CARNEGIE WEALTH MANAGEMENT, LLC serves 174 high-net-worth clients according to their SEC filing dated January 13, 2025. View client details ↓
According to their SEC Form ADV, CARNEGIE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CARNEGIE WEALTH MANAGEMENT, LLC manages $334 million in client assets according to their SEC filing dated January 13, 2025.
According to their SEC Form ADV, CARNEGIE WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 174
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.61
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 917
Discretionary Accounts: 770
Non-Discretionary Accounts: 147
Regulatory Filings
CRD Number: 290430
Last Filing Date: 2025-01-13 00:00:00
Website: https://carnegiewealth.com