CARLYLE WEALTH PLANNING

Overview

Carlyle Wealth Planning is an independent registered investment adviser organized as a corporation and owned by an individual. The firm’s published activity centers on financial planning rather than discretionary portfolio management: it charges hourly and fixed fees, and its primary client base is individuals and families. Carlyle Wealth Planning does not identify itself as an active ESG investor, it is not a multi-state adviser, and it does not serve as a pension consultant. Investment activity appears modest and focused. While the firm lists allocations to third‑party alternative managers across several strategies, its business model emphasizes advice and planning engagements over ongoing asset management. That positioning is consistent with a practice that provides financial planning services to a small client population and may recommend or access outside managers when alternatives or specialized exposures are appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices