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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 4, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CARLIN, NICHOLAS, STEPHEN | I | MANAGING PRINCIPAL | D | Control |
| CARLIN, NICHOLAS, STEPHEN | I | MANAGING PRINCIPAL | D | Control |
| CARLIN, NICHOLAS, STEPHEN | I | MANAGING PRINCIPAL | D | Control |
| CARLIN, NICHOLAS, STEPHEN | I | MANAGING PRINCIPAL | D | Control |
| CARLIN, NICHOLAS, STEPHEN | I | MANAGING PRINCIPAL | D | Control |
| CARLIN, NICHOLAS, STEPHEN | I | MANAGING PRINCIPAL | D | Control |
| CARLIN, NICHOLAS, STEPHEN | I | MANAGING PRINCIPAL | D | Control |
| PREMIER CAPITAL INSPIRATION, INC. | DE | OWNER | C | |
| PREMIER CAPITAL INSPIRATION, INC. | DE | OWNER | C | |
| PREMIER CAPITAL INSPIRATION, INC. | DE | OWNER | C | |
| PREMIER CAPITAL INSPIRATION, INC. | DE | OWNER | C | |
| PREMIER CAPITAL INSPIRATION, INC. | DE | OWNER | C | |
| PREMIER CAPITAL INSPIRATION, INC. | DE | OWNER | C | |
| PREMIER CAPITAL INSPIRATION, INC. | DE | OWNER | C | |
| Jammal, Teresa, Angelina | I | CHIEF COMPLIANCE OFFICER | B | Control |
| Jammal, Teresa, Angelina | I | CHIEF COMPLIANCE OFFICER | B | Control |
| Jammal, Teresa, Angelina | I | CHIEF COMPLIANCE OFFICER | B | Control |
| Jammal, Teresa, Angelina | I | CHIEF COMPLIANCE OFFICER | B | Control |
| Jammal, Teresa, Angelina | I | CHIEF COMPLIANCE OFFICER | B | Control |
| Jammal, Teresa, Angelina | I | CHIEF COMPLIANCE OFFICER | B | Control |
| Jammal, Teresa, Angelina | I | CHIEF COMPLIANCE OFFICER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CARLIN, NICHOLAS, STEPHEN | I | PREMIER CAPITAL INSPIRATION, INC. | E | Control |
| CARLIN, NICHOLAS, STEPHEN | I | PREMIER CAPITAL INSPIRATION, INC. | E | Control |
| CARLIN, NICHOLAS, STEPHEN | I | PREMIER CAPITAL INSPIRATION, INC. | E | Control |
| CARLIN, NICHOLAS, STEPHEN | I | PREMIER CAPITAL INSPIRATION, INC. | E | Control |
| CARLIN, NICHOLAS, STEPHEN | I | PREMIER CAPITAL INSPIRATION, INC. | E | Control |
Registrations
Federal
IA
Feb 4, 2025 REGISTERED
Notice Filings (3)
MA NH TX
Address
4006 NORTH LAMAR BOULEVARDAUSTIN, TX 78756
United States
Phone: 737-414-6565