Carr Wealth Management LLC

Overview

Carr Wealth Management LLC is an independent, owner-led registered investment adviser operating as a limited liability company that serves individual and family clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees plus hourly and flat-fee engagements, reflecting both ongoing wealth management relationships and project-based planning work. Regulatory and structural details in the snapshot show Carr Wealth is not positioned as a capital allocator or pension consultant, is not identified as a multi-state adviser, and does not characterize itself as an active ESG investor. The adviser appears focused on traditional wealth-management services for retail clients rather than institutional mandates or advisor-of-advisors activity.

Assets & Accounts

Public Holdings

Investments & Alternatives