CARROLL WEALTH MANAGEMENT INC.

CARROLL WEALTH MANAGEMENT INC. of CHESTERFIELD, MO is an SEC-registered investment adviser (CRD 152211). Regulatory assets under management: $1.9M.

Registration

• CRD: 152211
• Type: Registered investment adviser
• Location: 16305 SWINGLEY RIDGE RD, CHESTERFIELD, MO, 63017
• Phone: 636-449-4884
• Latest filing: 2026-03-27
• Regulatory AUM: $1.9M
• Discretionary AUM: $1.9M
• Clients: 1
• Accounts: 13

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152211 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search