This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$357MItem 5.F on the latest filing (2026-01-20); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$309M

Private client RAUM

$343MderivedItem 5.D individuals plus high net worth individuals

Private client share

96%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$179Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

4

Offices

1Schedule D 1.F, beyond the principal office

Accounts

919

Individual clients

133

High net worth clients

93

SEC number

801-114906

CRD

290430

Filings on the tape

43

First filed

Feb 27, 2019

Latest filed

Jan 20, 2026

Organised

Limited Liability Company, PA

• Occurred

  Feb 27, 2019
  First Form ADV filing

  Carnegie Wealth Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6083c10e-4151-77c6-ce32-4d3968f18850

First observed

Feb 27, 2019

Last observed

Jan 20, 2026 8 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.