CARNEGIE WEALTH MANAGEMENT, LLC

Overview

Carnegie Wealth Management, LLC is an independent registered investment adviser that positions itself as a capital allocator for both individual and institutional clients. The firm combines financial planning with portfolio management for individuals and small businesses and selects third‑party managers when specialist exposure is needed. Its fee design mixes percentage of AUM with fixed fees, and the adviser operates with a predominately discretionary management model. Equities are the core emphasis of the firm’s public market activity; exchange‑traded securities represent the single largest asset type on the books. Carnegie Wealth Management is not an active ESG investor. The firm also integrates third‑party alternative managers into client portfolios to provide diversification and return streams that behave differently than public equities and core mutual fund sleeves.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices