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CARNEGIE WEALTH MANAGEMENT, LLC

850 Cassatt Road
Suite 225
Berwyn, Pennsylvania 19312
Tel: (610) 640-4300

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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 StatusApproved
Firm CRD#290430
SEC#801-114906
Assets Managed by Firm$333,639,773
No. of Clients917
No. of Advisors6

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 ClientsAUM
Firm Total917$333,639,773
Individuals (other than high net worth individuals)78$71,280,432
High net worth individuals174$252,261,535
Pension and profit sharing plans3$10,097,806

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