| 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 |
Carnegie Wealth Management, LLC reports $357.1 million in regulatory assets under management on its Form ADV.
Carnegie Wealth Management, LLC reports 6 employees.
Carnegie Wealth Management, LLC is based in Berwyn, PA and has been SEC-registered since 2019.
Carnegie Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $309.2M |
| Non-discretionary | $47.9M |
| Total (RAUM) | $357.1M |