CARLIN WEALTH MANAGEMENT GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$240,889,754
Discretionary
$229,402,157
Non-discretionary
$11,487,597
Firm details
- CRD number
- 325306
- SEC file number
- 801-127464
- Main office
- AUSTIN, TX, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.