| 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 |
Carlin Wealth Management Group, LLC reports $195.8 million in regulatory assets under management on its Form ADV.
Carlin Wealth Management Group, LLC reports 2 employees.
Carlin Wealth Management Group, LLC is based in Austin, TX and has been SEC-registered since 2023.
Carlin Wealth Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4006 North Lamar Boulevard, Unit 104, Austin, TX 78756 |
| Phone | 737-414-6565 |
| Office hours | By Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $195.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $195.8M |