CARLIN WEALTH MANAGEMENT GROUP, LLC
SEC RegisteredA personalized approach to managing wealth
About the firm
Carlin Wealth Management Group works with clients and their other professional advisors — including attorneys and accountants — to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. They offer an array of personalized services, support, and guidance in pursuit of clients' financial goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management planning, investment management, and personalized financial guidance, developed in collaboration with clients and their professional advisors including attorneys and accountants
Who they serve
Retirees, pre-retirees, families with special needs, and families and individuals
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 117 | $48M |
| High Net Worth Individuals | 72 | $192M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Under $1,000,000 | 1.50% |
| $1,000,001 – $3,000,000 | 1.25% |
| $3,000,001 – $10,000,000 | 1.00% |
| Over $10,000,000 | 0.50% |
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CARLIN WEALTH MANAGEMENT GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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