1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CARNEGIE WEALTH MANAGEMENT, LLC

Map pinBERWYN, PA
Phone(610) 640-4300
NotebookSEC #801-114906
Total AUM
$357.1M
Employees
6
Clients
229

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
850 CASSATT ROAD
SUITE 225
BERWYN
PA 19312
United States
Operating Hours
9-5
Monday - Friday
Phone
(610) 640-4300
Other Offices
1

ReceiptFinancials

Total AUM
$357.1M
Accounts
919
Discretionary
$309.2M
Accounts
784
Non-Discretionary
$47.9M
Accounts
135

ContactClients

View more in analytics →

Individual Clients
133
AUM
$76.3M
HNW Individual Clients
93
AUM
$267.1M
Pension/Profit Sharing Plan Clients
3
AUM
$13.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLLAMAMINHNJNYPATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account