Carnegie Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Berwyn, PA. Its latest Form ADV filing, dated January 20, 2026, reports $357M in regulatory assets under management, 6 employees, 1 office, and 919 accounts.
Assets Under Management
$357M
Employees
6
Offices
1 office
Total Clients
229
Primary office
BERWYN, PA
850 CASSATT ROAD, SUITE 225, BERWYN, PA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.1% of total clients.
Top client categories% of clientsClients
1
Individuals
58.1%
133
2
HNWI
40.6%
93
3
Pension Plans
1.3%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$357Mas of January 20, 2026
Discretionary86.6%
$309M
87% of total RAUM86.6%
Non-discretionary13.4%
$48M
13% of total RAUM13.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$357M
Total Accounts919
10Y AUM Change+$257M (+256.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee38:1
10Y Employee Change-1 (-14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.