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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 13, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SHEFFER, SCOTT, TAYLOR | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SO FARR HOLLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
| SHEFFER, SCOTT, TAYLOR | I | SO FARR HOLDINGS, LLC | E | Control |
Registrations
Federal
IA
Jan 13, 2025 REGISTERED
Notice Filings (11)
CA CT FL LA MA MI NH NJ NY PA TX
Address
850 CASSATT ROADSUITE 225
BERWYN, PA 19312
United States
Phone: (610) 640-4300