Carnegie Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 329747
- Registered since
- February 22, 2024
- Custodians
- AXOS CLEARING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals76.92%
- HNWI23.08%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Carnegie Wealth Management LLC is a California-registered limited liability company that provides fee-based portfolio management primarily to individuals, families and smaller businesses. The firm offers advisory services under both percentage-of-AUM and fixed-fee arrangements and lists portfolio management for individuals/small businesses as well as for businesses or institutions among its core activities. It reports using third‑party external fund managers for certain alternative strategies and does not identify as a capital allocator or an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Cash & Cash Equivalents15%
- State & Local Bonds10%
Owners & executives
2 of 2
Richard Villosis
Chief Compliance OfficerCRD 4217642
Craig Alexander
Chief Compliance OfficerCRD 2121901
Contacts
1 of 1
Doron Kochavi
FounderCRD 1011155
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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