Carota Wealth Management

Overview

Carota Wealth Management is an independent RIA structured as a sole proprietorship and registered with the SEC in 2021. The firm is owned by an individual proprietor and serves both individuals/families and institutional clients. It functions as an advisory practice that also provides insurance-broker services and a range of client-facing activities including financial planning, portfolio management for individuals and small businesses, pension consulting services, periodic publications, and educational seminars. Its fee menu is mixed: asset-based fees are supplemented by hourly billing, subscription arrangements, and fixed-fee engagements. The firm does not identify as an active ESG investor and is not recorded as a multi-state adviser for regulatory purposes. Carota Wealth Management does not act as a capital allocator or as a related adviser to another registered firm.

Assets & Accounts

Public Holdings

Investments & Alternatives