Carlin Wealth Management Group, LLC
Carlin Wealth Management Group, LLC is an SEC-registered wealth manager in Austin, TX with $240.9M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Carlin Wealth Management Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 325306, SEC 801-127464, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $240.9M (2026-03-12)
- Firm type
- Wealth Manager
- Location
- Austin, TX
- Employees
- 4
- Clients
- 189
- CRD
- 325306
- Ownership
- CARLIN, NICHOLAS, STEPHEN; PREMIER CAPITAL INSPIRATION, INC.; Jammal, Teresa, Angelina
How much AUM does Carlin Wealth Management Group, LLC have?
Carlin Wealth Management Group, LLC reported $240.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Carlin Wealth Management Group, LLC?
Disclosed owners and executives of Carlin Wealth Management Group, LLC include CARLIN, NICHOLAS, STEPHEN, PREMIER CAPITAL INSPIRATION, INC., Jammal, Teresa, Angelina. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.