CARNEGIE WEALTH MANAGEMENT, LLC
CRD #290430 SEC #801-114906 BERWYN, PA (610) 640-4300
SEC Registered
Total AUM
$333.6M
Discretionary
$304.5M
Employees
6
Clients
25
Accounts
917
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $333.6M | $304.5M | $29.1M | 6 | 0 |
| Dec 2024 | $336.3M | $306.6M | $29.7M | 6 | 0 |
| Jul 2024 | $303.6M | $303.6M | $0 | 6 | 0 |
| Jan 2024 | $303.6M | $303.6M | $0 | 6 | 0 |
| Dec 2023 | $294.4M | $294.4M | $0 | 6 | 0 |
| Nov 2023 | $214M | $214M | $0 | 6 | 0 |
| Aug 2023 | $214M | $214M | $0 | 6 | 0 |
| Jun 2023 | $214M | $214M | $0 | 6 | 0 |
| Jun 2023 | $214M | $214M | $0 | 7 | 0 |
| May 2023 | $214M | $214M | $0 | 7 | 0 |
| Mar 2023 | $214M | $214M | $0 | 7 | 0 |
| Feb 2023 | $154.6M | $154.6M | $0 | 7 | 2 |
| Jan 2023 | $154.6M | $154.6M | $0 | 7 | 2 |
| Dec 2022 | $154.6M | $154.6M | $0 | 7 | 2 |
| Nov 2022 | $154.6M | $154.6M | $0 | 8 | 2 |
| Aug 2022 | $154.6M | $154.6M | $0 | 8 | 2 |
| Aug 2022 | $154.6M | $154.6M | $0 | 8 | 2 |
| May 2022 | $154.6M | $154.6M | $0 | 8 | 2 |
| May 2022 | $154.6M | $154.6M | $0 | 5 | 2 |
| Mar 2022 | $154.6M | $154.6M | $0 | 4 | 2 |
| Jan 2022 | $145.2M | $141.3M | $3.9M | 4 | 0 |
| Jan 2022 | $145.2M | $141.3M | $3.9M | 4 | 0 |
| Dec 2021 | $145.2M | $141.3M | $3.9M | 4 | 0 |
| Nov 2021 | $145.2M | $141.3M | $3.9M | 4 | 0 |
| Oct 2021 | $145.2M | $141.3M | $3.9M | 4 | 0 |
| Aug 2021 | $145.2M | $141.3M | $3.9M | 4 | 0 |
| Feb 2021 | $145.2M | $141.3M | $3.9M | 4 | 0 |
| Jun 2020 | $138.3M | $138.3M | $0 | 4 | 0 |
| Jun 2020 | $138.3M | $138.3M | $0 | 4 | 0 |
| Jun 2020 | $138.3M | $138.3M | $0 | 4 | 0 |
| Jun 2020 | $138.3M | $138.3M | $0 | 4 | 0 |
| May 2020 | $138.3M | $138.3M | $0 | 4 | 0 |
| Mar 2020 | $138.3M | $138.3M | $0 | 4 | 0 |
| Mar 2020 | $138.3M | $138.3M | $0 | 6 | 0 |
| Jan 2020 | $138.3M | $138.3M | $0 | 6 | 0 |
| Oct 2019 | $100.3M | $100.3M | $0 | 6 | 0 |
| Aug 2019 | $100.3M | $100.3M | $0 | 6 | 0 |
| Jun 2019 | $100.3M | $100.3M | $0 | 6 | 0 |
| Mar 2019 | $100.3M | $100.3M | $0 | 7 | 0 |
| Mar 2019 | $100.3M | $100.3M | $0 | 7 | 0 |
| Mar 2019 | $100.3M | $100.3M | $0 | 7 | 0 |
| Feb 2019 | $100.3M | $100.3M | $0 | 7 | 0 |
DateJan 2025
Total AUM$333.6M
Discretionary$304.5M
Non-Disc.$29.1M
Employees6
Clients0
DateDec 2024
Total AUM$336.3M
Discretionary$306.6M
Non-Disc.$29.7M
Employees6
Clients0
DateJul 2024
Total AUM$303.6M
Discretionary$303.6M
Non-Disc.$0
Employees6
Clients0
DateJan 2024
Total AUM$303.6M
Discretionary$303.6M
Non-Disc.$0
Employees6
Clients0
DateDec 2023
Total AUM$294.4M
Discretionary$294.4M
Non-Disc.$0
Employees6
Clients0
DateNov 2023
Total AUM$214M
Discretionary$214M
Non-Disc.$0
Employees6
Clients0
DateAug 2023
Total AUM$214M
Discretionary$214M
Non-Disc.$0
Employees6
Clients0
DateJun 2023
Total AUM$214M
Discretionary$214M
Non-Disc.$0
Employees6
Clients0
DateJun 2023
Total AUM$214M
Discretionary$214M
Non-Disc.$0
Employees7
Clients0
DateMay 2023
Total AUM$214M
Discretionary$214M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$214M
Discretionary$214M
Non-Disc.$0
Employees7
Clients0
DateFeb 2023
Total AUM$154.6M
Discretionary$154.6M
Non-Disc.$0
Employees7
Clients2
DateJan 2023
Total AUM$154.6M
Discretionary$154.6M
Non-Disc.$0
Employees7
Clients2
DateDec 2022
Total AUM$154.6M
Discretionary$154.6M
Non-Disc.$0
Employees7
Clients2
DateNov 2022
Total AUM$154.6M
Discretionary$154.6M
Non-Disc.$0
Employees8
Clients2
DateAug 2022
Total AUM$154.6M
Discretionary$154.6M
Non-Disc.$0
Employees8
Clients2
DateAug 2022
Total AUM$154.6M
Discretionary$154.6M
Non-Disc.$0
Employees8
Clients2
DateMay 2022
Total AUM$154.6M
Discretionary$154.6M
Non-Disc.$0
Employees8
Clients2
DateMay 2022
Total AUM$154.6M
Discretionary$154.6M
Non-Disc.$0
Employees5
Clients2
DateMar 2022
Total AUM$154.6M
Discretionary$154.6M
Non-Disc.$0
Employees4
Clients2
DateJan 2022
Total AUM$145.2M
Discretionary$141.3M
Non-Disc.$3.9M
Employees4
Clients0
DateJan 2022
Total AUM$145.2M
Discretionary$141.3M
Non-Disc.$3.9M
Employees4
Clients0
DateDec 2021
Total AUM$145.2M
Discretionary$141.3M
Non-Disc.$3.9M
Employees4
Clients0
DateNov 2021
Total AUM$145.2M
Discretionary$141.3M
Non-Disc.$3.9M
Employees4
Clients0
DateOct 2021
Total AUM$145.2M
Discretionary$141.3M
Non-Disc.$3.9M
Employees4
Clients0
DateAug 2021
Total AUM$145.2M
Discretionary$141.3M
Non-Disc.$3.9M
Employees4
Clients0
DateFeb 2021
Total AUM$145.2M
Discretionary$141.3M
Non-Disc.$3.9M
Employees4
Clients0
DateJun 2020
Total AUM$138.3M
Discretionary$138.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$138.3M
Discretionary$138.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$138.3M
Discretionary$138.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$138.3M
Discretionary$138.3M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$138.3M
Discretionary$138.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$138.3M
Discretionary$138.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$138.3M
Discretionary$138.3M
Non-Disc.$0
Employees6
Clients0
DateJan 2020
Total AUM$138.3M
Discretionary$138.3M
Non-Disc.$0
Employees6
Clients0
DateOct 2019
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees6
Clients0
DateAug 2019
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees6
Clients0
DateJun 2019
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees7
Clients0
DateFeb 2019
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees7
Clients0