850 Cassatt Road
Suite 225
Berwyn, Pennsylvania 19312
Tel: (610) 640-4300
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.
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 |
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 |
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 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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