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| Happy Holidays!! thanks for using AUM13F!! |
| Carnegie Wealth Management LLC
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| CRD # | 290430 |
| SEC # | 801-114906 |
| CIK # | |
| AUM | $333.6 M (2025-01-13) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 610-640-4300 |
| Address | 850 Cassatt Road Berwyn, PA 19312 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 78 | 71.3 |
| (b) Individuals (high net worth individuals) | 174 | 252.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 10.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 917 | 333.6 |
| By Discretionary | ||
| Discretionary | 770 | 304.5 |
| Non-Discretionary | 147 | 29.1 |
| Total | 917 | 333.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 333.6 | |
| Total | 917 | 333.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Investment Planning Advisors
✚
|
GA | 0.3 |
|
Income Focus Portfolio Management LLC
✚
|
WY | 0.3 |
|
Meredith Wealth Planning LLC
✚
|
IL | 0.3 |
|
Atlas Asset Management LLC
✚
|
PR | 0.3 |
|
Birch Run Investments LLC
✚
|
PA | 0.3 |
|
Compass Financial Services Inc
✚
|
IA | 0.3 |
|
Crescent Hill Partners LLC
✚
|
NY | 0.3 |
|
Excel Financial LLC
✚
|
MN | 0.3 |
|
Destiny Capital Corporation
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|
CO | 0.3 |
|
My Legacy Advisors LLC
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|
OR | 0.3 |