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Home > Retirement Planners > pennsylvania > berwyn > CARNEGIE WEALTH MANAGEMENT, LLC
CARNEGIE WEALTH MANAGEMENT, LLC
850 Cassatt Road
Suite 225
Berwyn, Pennsylvania 19312
Tel: (610) 640-4300
About CARNEGIE WEALTH MANAGEMENT, LLC
CARNEGIE WEALTH MANAGEMENT, LLC, formally registered with the SEC as CARNEGIE WEALTH MANAGEMENT, LLC. The firm was established in 03/26/2019. They have over 2 offices throughout the country.
CARNEGIE WEALTH MANAGEMENT, LLC is a Berwyn, Pennsylvania based Financial Planning firm with nearly $333,639,773 assets under management, offering retirement planning & investment advisory services to 917 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 290430 |
| SEC# | 801-114906 |
| Assets Managed by Firm | $333,639,773 |
| No. of Clients | 917 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 917 | $333,639,773 |
| Individuals (other than high net worth individuals) | 78 | $71,280,432 |
| High net worth individuals | 174 | $252,261,535 |
| Pension and profit sharing plans | 3 | $10,097,806 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
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| $190,960,333,268 | 377 | 657 |
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