Carnegie Wealth Management, LLC
Carnegie Wealth Management, LLC is an SEC-registered wealth manager in Berwyn, PA with $357.1M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Carnegie Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 290430, SEC 801-114906, data through 2026-01-20.
- AUM (assets under management / regulatory AUM)
- $357.1M (2026-01-20)
- Firm type
- Wealth Manager
- Location
- Berwyn, PA
- Employees
- 6
- Clients
- 229
- CRD
- 290430
- Ownership
- SHEFFER, SCOTT, TAYLOR; SO FARR HOLDINGS, LLC; SO FARR HOLLDINGS, LLC
How much AUM does Carnegie Wealth Management, LLC have?
Carnegie Wealth Management, LLC reported $357.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-20).
Who owns Carnegie Wealth Management, LLC?
Disclosed owners and executives of Carnegie Wealth Management, LLC include SHEFFER, SCOTT, TAYLOR, SO FARR HOLDINGS, LLC, SO FARR HOLLDINGS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.