Carlin Wealth Management Group, LLC
● SEC registered since 2023CRD 325306SEC# 801-127464Austin, TX
Reg. AUM
$240.9M
Employees
4
Accounts
1,076
Location
Austin, TX
Carlin Wealth Management Group, LLC assets under management
Carlin Wealth Management Group, LLC operates as an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2023. It reports $240.9 million in regulatory assets under management and employs 4 people.
Carlin Wealth Management Group, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nicholas Stephen Carlin Control | Managing Principal | 50-75% | 2023 |
| Premier Capital Inspiration, Inc. | Owner | 25-50% | 2023 |
| Teresa Angelina Jammal Control | Chief Compliance Officer | 10-25% | 2023 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Carlin Wealth Management Group, LLC manage?
Carlin Wealth Management Group, LLC reports $240.9 million in regulatory assets under management on its Form ADV.
How many employees does Carlin Wealth Management Group, LLC have?
Carlin Wealth Management Group, LLC reports 4 employees.
Where is Carlin Wealth Management Group, LLC located?
Carlin Wealth Management Group, LLC is based in Austin, TX and has been SEC-registered since 2023.
Does Carlin Wealth Management Group, LLC disclose fund performance?
Carlin Wealth Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1701 Simond Avenue, Unit 104, Austin, TX 78723 |
| Phone | 737-414-6565 |
| Office hours | By Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$240.9M▲ 23%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$240.9Mregulatory AUM
Discretionary $229.4MNon-discretionary $11.5M