CARMINUCCI WEALTH MANAGEMENT

Overview

Carminucci Wealth Management is organized as a sole proprietorship controlled by an individual owner. The firm functions as a registered representative of a broker‑dealer and as an insurance broker, and it offers financial planning services. Its stated fee arrangements include hourly charges and fixed fees rather than a traditional AUM‑based advisory fee schedule. The firm is not identified as an active ESG investor, does not operate as a multi‑state adviser, and is not listed as a capital allocator. The firm’s activities bridge brokerage and insurance distribution alongside financial planning, which suggests a focus on delivering advice and implementing solutions through insurance and broker‑dealer channels rather than managing pooled or discretionary institutional mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices