CARLIN WEALTH MANAGEMENT GROUP, LLC
CRD #325306 SEC #801-127464 AUSTIN, TX 737-414-6565
SEC Registered
Total AUM
$195.8M
Discretionary
$195.8M
Employees
2
Clients
10
Accounts
1,009
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $195.8M | $195.8M | $0 | 2 | 2 |
| Jan 2025 | $195.8M | $195.8M | $0 | 2 | 2 |
| Jun 2024 | $150.2M | $150.2M | $0 | 2 | 0 |
| Feb 2024 | $150.2M | $150.2M | $0 | 2 | 0 |
| Jun 2023 | $120M | $120M | $0 | 2 | 0 |
| Jun 2023 | $120M | $120M | $0 | 2 | 0 |
| Feb 2023 | $0 | $0 | $0 | 2 | 0 |
DateFeb 2025
Total AUM$195.8M
Discretionary$195.8M
Non-Disc.$0
Employees2
Clients2
DateJan 2025
Total AUM$195.8M
Discretionary$195.8M
Non-Disc.$0
Employees2
Clients2
DateJun 2024
Total AUM$150.2M
Discretionary$150.2M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$150.2M
Discretionary$150.2M
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0