Carnegie Wealth Management, LLC
● SEC registered since 2019CRD 290430SEC# 801-114906Berwyn, PA
Reg. AUM
$357.1M
Employees
6
Accounts
919
Location
Berwyn, PA
Carnegie Wealth Management, LLC assets under management
Carnegie Wealth Management, LLC operates as an SEC-registered investment adviser based in Berwyn, PA. The firm has been registered since 2019. It reports $357.1 million in regulatory assets under management and employs 6 people.
Carnegie Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Scott Taylor Sheffer | Chief Executive Officer And Chief Compliance Officer | Under 5% | 2017 |
| So Farr Holdings, LLC Control | Holding Company | Over 75% | 2017 |
| Scott Taylor Sheffer Control | Ceo | Over 75% | 2017 |
Frequently asked questions
How much does Carnegie Wealth Management, LLC manage?
Carnegie Wealth Management, LLC reports $357.1 million in regulatory assets under management on its Form ADV.
How many employees does Carnegie Wealth Management, LLC have?
Carnegie Wealth Management, LLC reports 6 employees.
Where is Carnegie Wealth Management, LLC located?
Carnegie Wealth Management, LLC is based in Berwyn, PA and has been SEC-registered since 2019.
Does Carnegie Wealth Management, LLC disclose fund performance?
Carnegie Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 850 Cassatt Road, Suite 225, Berwyn, PA 19312 |
| Phone | (610) 640-4300 |
| Fax | (484) 875-9912 |
| Office hours | 9-5 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$357.1M▲ 7%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$357.1Mregulatory AUM
Discretionary $309.2MNon-discretionary $47.9M