CAROTA WEALTH MANAGEMENT
SEC Form ADV profile.
Total regulatory AUM
$135,002,387
Discretionary
$135,002,387
Non-discretionary
$0
Firm details
- CRD number
- 127344
- SEC file number
- 801-120393
- Employees
- 2
- SEC status
- Approved
- Website
- http://www.carotawealth.com
- Fee structure
-
Percentage of AUM Hourly Subscription Fixed fees
As of October 2026.