CARNEGIE WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$357,101,202
Discretionary
$309,247,252
Non-discretionary
$47,853,950
Firm details
- CRD number
- 290430
- SEC file number
- 801-114906
- Main office
- BERWYN, PA, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.