Data / Investment advisers / Pennsylvania / Carnegie Wealth Management, LLC
Carnegie Wealth Management, LLC, Berwyn, PA: $357 million AUM, SEC registered investment adviser
Carnegie Wealth Management, LLC is an SEC registered investment adviser with its main office in Berwyn, Pennsylvania and reports $357 million in regulatory assets under management in its Form ADV filed January 20, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 290430
- SEC file number
- 801-114906
- SEC status
- Approved, effective March 26, 2019
- Main office
- 850 Cassatt Road Suite 225, Berwyn, PA 19312
- Phone
- (610) 640-4300
- Regulatory AUM
- $357,101,202 in the Form ADV filed January 20, 2026
- Discretionary AUM
- $309,247,252
- Non discretionary AUM
- $47,853,950
- Accounts
- 919
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- January 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 93 | $267.1 million |
| Individuals (other than high net worth individuals) | 133 | $76.3 million |
| Pension and profit sharing plans | 3 | $13.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $357.1 million | January 20, 2026 |
| December 1, 2025 | $333.6 million | January 13, 2025 |
Other advisers in Berwyn
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ac Wealth Partners | Berwyn | $1.07 billion | Not listed | adviserinfo.sec.gov |
| Stanley-Laman Group LTD. | Berwyn | $1.02 billion | 1 | adviserinfo.sec.gov |
| Ellis Investment Partners, LLC | Berwyn | $986.8 million | Not listed | adviserinfo.sec.gov |
| FDX Advisors, Inc. | Berwyn | $832.8 million | Not listed | adviserinfo.sec.gov |
| Trinity Wealth Management, LLC | Berwyn | $399.2 million | Not listed | adviserinfo.sec.gov |
| Red Spruce Capital, LLC | Berwyn | $256.9 million | Not listed | adviserinfo.sec.gov |
| Rolek Retirement Planning | Berwyn | $239.2 million | Not listed | adviserinfo.sec.gov |
| Golden Ratio Wealth Management LLC | Berwyn | $180.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Berwyn, PA
- Investment advisers in Pennsylvania
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Carnegie Wealth Management, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.